Position in SHEL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,390,129
-$2,952,591 QoQ
Shares Held
36,453
-57.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026ASSETMARK, INC holds $194,021,087 across 14 Oil & Gas Integrated names. SHEL ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
492,309 | $83,525,144 | |
| 2 | CVX |
Chevron Corp
|
182,419 | $37,742,491 | |
| 3 | PBR |
Petrobras - Petroleo Brasileiro SA
|
1,263,721 | $26,222,210 | |
| 4 | TTE |
TotalEnergies SE
|
271,143 | $24,668,590 | |
| 5 | BP |
Bp PLC
|
226,848 | $10,661,856 | |
| 6 | CVE |
Cenovus Energy Inc.
|
187,498 | $4,974,321 | |
| 7 | SHEL |
Shell plc
This page
|
36,453 | $3,390,129 | |
| 8 | SU |
Suncor Energy Inc
|
28,681 | $1,896,100 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,390,129 | 36,453 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,342,720 | 86,319 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,693,501 | 79,596 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,361,617 | 61,946 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,804,917 | 51,923 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,199,974 | 51,077 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,269,801 | 49,580 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,054,404 | 70,025 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,196,636 | 62,599 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,680,156 | 71,127 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,340,177 | 67,415 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,436,259 | 23,787 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,371,983 | 23,844 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,270,212 | 22,304 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $891,599 | 17,918 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $308,720 | 5,904 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $18,291 | 333 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||