Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$628,461
+$66,324 QoQ
Shares Held
8,105
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#731
of 1,523 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 96%
Shared 1%
None 2%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $99,842,773 across 9 Oil & Gas Integrated names. SHEL ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
318,160 | $52,738,201 | |
| 2 | NFG |
National Fuel Gas Co
|
299,232 | $23,103,702 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
145,091 | $19,836,841 | |
| 4 | TTE |
TotalEnergies SE
|
15,395 | $1,197,115 | |
| 5 | BP |
Bp PLC
|
22,644 | $836,695 | |
| 6 | SU |
Suncor Energy Inc
|
12,698 | $681,628 | |
| 7 | SHEL |
Shell plc
This page
|
8,105 | $628,461 | |
| 8 | IMO |
Imperial Oil Ltd
|
4,066 | $455,473 |
All Filings in SHEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,461 | 8,105 | Shares | Defined | 2026-08-14 | |
| 2024-06-30 | $562,137 | 7,788 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $511,266 | 7,770 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $500,232 | 7,770 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $469,152 | 7,770 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $447,085 | 7,770 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $442,501 | 7,770 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $386,635 | 7,770 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $425,274 | 8,133 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $435,759 | 7,933 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||