Position in SHEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,713,461
+$543,671 QoQ
Shares Held
29,177
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Advisors Asset Management, Inc. holds $79,123,437 across 12 Oil & Gas Integrated names. SHEL ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
192,254 | $39,777,352 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
56,538 | $9,592,237 | |
| 3 | TTE |
TotalEnergies SE
|
64,898 | $5,904,420 | |
| 4 | NFG |
National Fuel Gas Co
|
57,633 | $5,415,196 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
223,333 | $4,634,159 | |
| 6 | EQNR |
Equinor ASA
|
78,945 | $3,331,479 | |
| 7 | E |
Eni Spa
|
55,181 | $3,123,796 | |
| 8 | SHEL |
Shell plc
This page
|
29,177 | $2,713,461 |
All Filings in SHEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,713,461 | 29,177 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,169,790 | 29,529 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,513,778 | 35,143 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,541,660 | 36,098 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,753,935 | 37,581 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,377,755 | 37,953 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,800,830 | 42,469 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,103,018 | 42,990 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,045,560 | 45,429 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,927,113 | 44,485 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,153,461 | 48,982 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,878,616 | 47,675 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,489,295 | 43,262 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,227,371 | 39,111 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,708,509 | 34,335 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,780,526 | 34,051 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,712,442 | 31,175 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||