Position in SHEL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$619,008
+$102,885 QoQ
Shares Held
6,656
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Parkside Financial Bank & Trust holds $13,183,604 across 13 Oil & Gas Integrated names. SHEL ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
46,388 | $7,870,187 | |
| 2 | CVX |
Chevron Corp
|
18,877 | $3,905,650 | |
| 3 | SHEL |
Shell plc
This page
|
6,656 | $619,008 | |
| 4 | NFG |
National Fuel Gas Co
|
4,386 | $412,108 | |
| 5 | BP |
Bp PLC
|
3,278 | $154,066 | |
| 6 | TTE |
TotalEnergies SE
|
1,273 | $115,817 | |
| 7 | E |
Eni Spa
|
534 | $30,229 | |
| 8 | EQNR |
Equinor ASA
|
634 | $26,754 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $619,008 | 6,656 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $516,123 | 7,024 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $465,803 | 6,512 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $477,661 | 6,784 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $473,315 | 6,459 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $355,288 | 5,671 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $360,812 | 5,471 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $413,663 | 5,731 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $395,200 | 5,895 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $364,071 | 5,533 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $347,973 | 5,405 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $320,859 | 5,314 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $302,545 | 5,258 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $397,112 | 6,973 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $317,667 | 6,384 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $333,819 | 6,384 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $357,814 | 6,514 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||