Position in SHEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,366,409
-$304,987 QoQ
Shares Held
17,622
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#488
of 1,523 holders
Holding Since
Mar 2022
18 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, 2026WealthTrust Axiom LLC holds $7,620,350 across 7 Oil & Gas Integrated names. SHEL ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
14,750 | $2,444,960 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
16,377 | $2,239,063 | |
| 3 | SHEL |
Shell plc
This page
|
17,622 | $1,366,409 | |
| 4 | EQNR |
Equinor ASA
|
20,350 | $638,990 | |
| 5 | BP |
Bp PLC
|
11,947 | $441,441 | |
| 6 | NFG |
National Fuel Gas Co
|
3,438 | $265,447 | |
| 7 | IMO |
Imperial Oil Ltd
|
2,000 | $224,040 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,366,409 | 17,622 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,671,396 | 17,972 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,305,739 | 17,770 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,253,920 | 17,530 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,288,784 | 18,304 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,392,173 | 18,998 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,186,027 | 18,931 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,258,062 | 19,076 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,404,406 | 19,457 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,313,514 | 19,593 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,288,890 | 19,588 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,274,337 | 19,794 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,194,920 | 19,790 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,106,896 | 19,237 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,095,319 | 19,233 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $956,884 | 19,230 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $701,679 | 13,419 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $736,501 | 13,408 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||