Position in SHEL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,256,447
-$589,010 QoQ
Shares Held
41,997
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#316
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $91,498,838 across 12 Oil & Gas Integrated names. SHEL ranks #3 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
247,769 | $41,070,189 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
300,236 | $41,048,265 | |
| 3 | SHEL |
Shell plc
This page
|
41,997 | $3,256,447 | |
| 4 | BP |
Bp PLC
|
37,927 | $1,401,402 | |
| 5 | TTE |
TotalEnergies SE
|
17,999 | $1,399,602 | |
| 6 | EQNR |
Equinor ASA
|
24,861 | $780,635 | |
| 7 | CVE |
Cenovus Energy Inc.
|
28,804 | $714,627 | |
| 8 | E |
Eni Spa
|
12,109 | $567,427 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,256,447 | 41,997 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $3,845,457 | 41,349 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,077,856 | 41,887 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,851,267 | 25,881 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,042,664 | 29,011 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,001,130 | 27,308 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,627,083 | 25,971 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,897,315 | 28,769 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,027,464 | 28,089 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,654,113 | 39,590 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,872,235 | 43,651 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,772,861 | 58,603 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,877,362 | 64,216 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,899,715 | 67,774 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $4,463,000 | 78,367 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $4,043,597 | 81,262 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,369,509 | 83,563 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $4,547,929 | 82,795 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||