Position in SHEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,329,787
-$584,751 QoQ
Shares Held
159,012
+14.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#158
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $184,008,738 across 7 Oil & Gas Integrated names. SHEL ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
710,571 | $117,784,243 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
216,696 | $29,626,671 | |
| 3 | SHEL |
Shell plc
This page
|
159,012 | $12,329,787 | |
| 4 | TTE |
TotalEnergies SE
|
114,001 | $8,864,714 | |
| 5 | NFG |
National Fuel Gas Co
|
103,391 | $7,982,819 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
381,173 | $6,097,584 | |
| 7 | BP |
Bp PLC
|
35,803 | $1,322,920 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,329,787 | 159,012 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $12,914,538 | 138,866 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $11,618,801 | 158,122 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $12,640,493 | 176,716 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $12,544,523 | 178,164 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $13,049,627 | 178,079 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $11,195,927 | 178,706 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $13,315,433 | 201,902 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $16,099,961 | 223,053 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,776,042 | 175,657 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $12,252,023 | 186,201 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $12,203,999 | 189,562 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $9,944,400 | 164,697 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $10,577,804 | 183,834 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $11,899,585 | 208,948 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $10,775,823 | 216,556 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $11,715,833 | 224,055 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $8,747,436 | 159,247 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||