Position in SHEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$22,791,487
-$5,556,959 QoQ
Shares Held
293,932
-3.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#111
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Derivatives in SHEL
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$20
PutShares
4
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026HighTower Advisors, LLC holds $1,531,602,830 across 13 Oil & Gas Integrated names. SHEL ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
6,897,907 | $943,081,845 | |
| 2 | CVX |
Chevron Corp
|
2,912,517 | $482,778,817 | |
| 3 | TTE |
TotalEnergies SE
|
694,810 | $54,028,425 | |
| 4 | SHEL |
Shell plc
This page
|
293,932 | $22,791,487 | |
| 5 | BP |
Bp PLC
|
272,984 | $10,086,758 | |
| 6 | SU |
Suncor Energy Inc
|
78,316 | $4,204,002 | |
| 7 | EQNR |
Equinor ASA
|
98,851 | $3,103,921 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
180,932 | $2,923,861 |
All Filings in SHEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,791,487 | 293,932 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $28,348,446 | 304,822 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $20,742,522 | 282,288 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,286,837 | 283,613 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $23,205,586 | 329,578 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $26,829,273 | 366,120 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $27,055,214 | 431,847 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $30,587,412 | 463,797 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $33,225,969 | 460,321 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $33,644,292 | 501,854 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $33,425,742 | 507,990 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $29,689,673 | 461,163 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $20 | 4 | Put | Sole | 2023-11-08 | |
| 2023-06-30 | $1,147 | 19 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $26,630,417 | 441,047 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,351,400 | 405,829 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $1,849 | 2,700 | Put | Sole | 2023-05-12 | |
| 2022-12-31 | $1,537 | 27 | Put | Sole | 2023-02-09 | |
| 2022-12-31 | $24,639,132 | 432,645 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,642 | 33 | Put | Sole | 2022-11-09 | |
| 2022-09-30 | $17,542,937 | 352,551 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,448,440 | 333,686 | Shares | Sole | 2022-08-10 | |
| 2022-06-30 | $183,015 | 3,500 | Call | Sole | 2022-08-10 | |
| 2022-03-31 | $15,780,400 | 287,282 | Shares | Sole | 2022-05-12 | |
| 2022-03-31 | $3,570 | 65 | Call | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||