Position in SHEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$39,080
-$7,792 QoQ
Shares Held
504
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,348
of 1,523 holders
Holding Since
Mar 2022
18 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, 2026GHP Investment Advisors, Inc. holds $16,852,453 across 9 Oil & Gas Integrated names. SHEL ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
74,906 | $10,241,148 | |
| 2 | CVX |
Chevron Corp
|
37,319 | $6,185,997 | |
| 3 | TTE |
TotalEnergies SE
|
2,816 | $218,972 | |
| 4 | SU |
Suncor Energy Inc
|
2,002 | $107,467 | |
| 5 | SHEL |
Shell plc
This page
|
504 | $39,080 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
2,164 | $34,970 | |
| 7 | BP |
Bp PLC
|
562 | $20,765 | |
| 8 | EQNR |
Equinor ASA
|
115 | $3,611 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,080 | 504 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $46,872 | 504 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $34,682 | 472 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $28,612 | 400 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $28,164 | 400 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $34,075 | 465 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $25,060 | 400 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $37,129 | 563 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $28,872 | 400 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $26,816 | 400 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $42,572 | 647 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $41,653 | 647 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $32,001 | 530 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,016 | 400 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $22,780 | 400 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $19,904 | 400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,916 | 400 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $21,972 | 400 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||