Position in SHEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,700
-$10,225 QoQ
Shares Held
138
-38.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,447
of 1,523 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $1,494,757 across 8 Oil & Gas Integrated names. SHEL ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
7,574 | $1,035,517 | |
| 2 | CVX |
Chevron Corp
|
2,405 | $398,652 | |
| 3 | SU |
Suncor Energy Inc
|
503 | $27,001 | |
| 4 | TTE |
TotalEnergies SE
|
238 | $18,506 | |
| 5 | SHEL |
Shell plc
This page
|
138 | $10,700 | |
| 6 | EQNR |
Equinor ASA
|
67 | $2,103 | |
| 7 | BP |
Bp PLC
|
49 | $1,810 | |
| 8 | E |
Eni Spa
|
10 | $468 |
All Filings in SHEL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,700 | 138 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,925 | 225 | Shares | Sole | 2026-05-05 | |
| 2024-12-31 | $5,262 | 84 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,978 | 30 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $13,281 | 184 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,776 | 116 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $15,463 | 235 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $26,460 | 411 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $22,582 | 374 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $19,045 | 331 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $18,679 | 328 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,172 | 325 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $16,837 | 322 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $32,573 | 593 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||