Position in SHEL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$583,953
-$153,165 QoQ
Shares Held
7,531
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#758
of 1,527 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026PRIVATE TRUST CO NA holds $14,234,779 across 11 Oil & Gas Integrated names. SHEL ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
50,689 | $6,930,200 | |
| 2 | CVX |
Chevron Corp
|
34,626 | $5,739,605 | |
| 3 | SHEL |
Shell plc
This page
|
7,531 | $583,953 | |
| 4 | TTE |
TotalEnergies SE
|
5,143 | $399,919 | |
| 5 | SU |
Suncor Energy Inc
|
5,052 | $271,191 | |
| 6 | BP |
Bp PLC
|
5,113 | $188,925 | |
| 7 | NFG |
National Fuel Gas Co
|
822 | $63,466 | |
| 8 | E |
Eni Spa
|
681 | $31,911 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,953 | 7,531 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $737,118 | 7,926 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $606,063 | 8,248 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $539,836 | 7,547 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $769,792 | 10,933 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $807,912 | 11,025 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $656,885 | 10,485 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $691,419 | 10,484 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $780,337 | 10,811 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $707,741 | 10,557 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $693,005 | 10,532 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $591,265 | 9,184 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $573,126 | 9,492 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $519,758 | 9,033 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $521,775 | 9,162 | Shares | Defined | 2023-01-18 | |
| 2022-06-30 | $650,121 | 12,433 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $682,944 | 12,433 | Shares | Other | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||