Position in SHEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,278,900
+$183,986 QoQ
Shares Held
29,390
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#371
of 1,523 holders
Holding Since
Mar 2022
17 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, 2026J.W. COLE ADVISORS, INC. holds $73,713,868 across 8 Oil & Gas Integrated names. SHEL ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
332,186 | $45,416,469 | |
| 2 | CVX |
Chevron Corp
|
125,879 | $20,865,703 | |
| 3 | BP |
Bp PLC
|
101,672 | $3,756,780 | |
| 4 | SHEL |
Shell plc
This page
|
29,390 | $2,278,900 | |
| 5 | TTE |
TotalEnergies SE
|
7,811 | $607,383 | |
| 6 | NFG |
National Fuel Gas Co
|
4,152 | $320,575 | |
| 7 | EQNR |
Equinor ASA
|
7,500 | $235,500 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
14,391 | $232,558 |
All Filings in SHEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,278,900 | 29,390 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $2,094,914 | 28,510 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,083,811 | 29,132 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,991,124 | 28,279 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,081,298 | 28,402 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $931,856 | 14,874 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $808,481 | 12,259 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $928,306 | 12,861 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $802,736 | 11,974 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $790,981 | 12,021 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $653,006 | 10,143 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $554,711 | 9,187 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $514,062 | 8,934 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $458,789 | 8,056 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $353,694 | 7,108 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $336,852 | 6,442 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $359,461 | 6,544 | Shares | Sole | 2022-06-10 | |
| No filing history on record for this holder in this stock. | ||||||