Position in SHEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$72,240,761
-$12,059,461 QoQ
Shares Held
931,658
+2.8% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#53
of 1,523 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026LPL Financial LLC holds $1,975,135,844 across 17 Oil & Gas Integrated names. SHEL ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
7,082,157 | $968,272,505 | |
| 2 | CVX |
Chevron Corp
|
4,359,921 | $722,700,504 | |
| 3 | TTE |
TotalEnergies SE
|
1,249,548 | $97,164,852 | |
| 4 | SHEL |
Shell plc
This page
|
931,658 | $72,240,761 | |
| 5 | BP |
Bp PLC
|
1,194,288 | $44,128,941 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
816,963 | $12,995,479 | |
| 7 | IMO |
Imperial Oil Ltd
|
107,133 | $12,001,038 | |
| 8 | SU |
Suncor Energy Inc
|
222,394 | $11,938,109 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,240,761 | 931,658 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $84,300,222 | 906,454 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $61,912,851 | 842,581 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $58,563,184 | 818,722 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $53,326,421 | 757,370 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $59,782,043 | 815,803 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $45,329,405 | 723,534 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $48,063,304 | 728,784 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $53,694,052 | 743,891 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $46,163,341 | 688,594 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $43,726,271 | 664,533 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $40,771,017 | 633,287 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $34,446,488 | 570,495 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $32,512,574 | 565,043 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $28,238,088 | 495,840 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $24,603,384 | 494,441 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,353,701 | 465,743 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||