Position in SHEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,620,043
-$369,506 QoQ
Shares Held
20,893
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#447
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Baker Ellis Asset Management LLC holds $17,403,469 across 7 Oil & Gas Integrated names. SHEL ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
70,739 | $9,671,436 | |
| 2 | BP |
Bp PLC
|
104,701 | $3,868,701 | |
| 3 | SHEL |
Shell plc
This page
|
20,893 | $1,620,043 | |
| 4 | CVX |
Chevron Corp
|
6,329 | $1,049,095 | |
| 5 | TTE |
TotalEnergies SE
|
6,453 | $501,785 | |
| 6 | IMO |
Imperial Oil Ltd
|
4,450 | $498,489 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
12,000 | $193,920 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,620,043 | 20,893 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,989,549 | 21,393 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,638,089 | 22,293 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,630,383 | 22,793 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,365,954 | 19,400 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,487,584 | 20,300 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,065,050 | 17,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,094,770 | 16,600 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,169,316 | 16,200 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,086,048 | 16,200 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,065,960 | 16,200 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,042,956 | 16,200 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $978,156 | 16,200 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $932,148 | 16,200 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $922,590 | 16,200 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $806,112 | 16,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $684,999 | 13,100 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $730,569 | 13,300 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||