Position in SHEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$90,101
+$26,303 QoQ
Shares Held
1,162
+69.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,285
of 1,523 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $2,075,527 across 10 Oil & Gas Integrated names. SHEL ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
8,755 | $1,196,983 | |
| 2 | CVX |
Chevron Corp
|
3,943 | $653,591 | |
| 3 | BP |
Bp PLC
|
3,094 | $114,323 | |
| 4 | SHEL |
Shell plc
This page
|
1,162 | $90,101 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
427 | $6,551 | |
| 6 | E |
Eni Spa
|
109 | $5,107 | |
| 7 | SU |
Suncor Energy Inc
|
66 | $3,542 | |
| 8 | CVE |
Cenovus Energy Inc.
|
137 | $3,398 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,101 | 1,162 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $63,798 | 686 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $87,147 | 1,186 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $84,834 | 1,186 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $83,506 | 1,186 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $117,467 | 1,603 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $134,321 | 2,144 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $161,841 | 2,454 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $92,246 | 1,278 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $85,543 | 1,276 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $83,763 | 1,273 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $67,019 | 1,041 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $62,855 | 1,041 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $59,899 | 1,041 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $59,284 | 1,041 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $242,729 | 4,878 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $106,723 | 2,041 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||