Position in SHEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$723,913
-$174,095 QoQ
Shares Held
9,336
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#674
of 1,527 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, 2026Sigma Planning Corp holds $27,734,037 across 7 Oil & Gas Integrated names. SHEL ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
82,993 | $13,756,919 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
80,117 | $10,953,596 | |
| 3 | BP |
Bp PLC
|
25,542 | $943,776 | |
| 4 | SHEL |
Shell plc
This page
|
9,336 | $723,913 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
38,823 | $608,768 | |
| 6 | TTE |
TotalEnergies SE
|
7,032 | $546,808 | |
| 7 | EC |
Ecopetrol S.A.
|
14,063 | $200,257 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,913 | 9,336 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $898,008 | 9,656 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $751,700 | 10,230 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $752,209 | 10,516 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $662,558 | 9,410 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $702,681 | 9,589 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $630,634 | 10,066 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $683,703 | 10,367 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $786,040 | 10,890 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $696,076 | 10,383 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $371,375 | 5,644 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,216,073 | 18,889 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,039,864 | 17,222 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,252,415 | 21,766 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,053,518 | 18,499 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $769,488 | 15,464 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $825,188 | 15,781 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $788,135 | 14,348 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||