Position in SHEL
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$47,244
-$2,355 QoQ
Shares Held
508
-24.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
12 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $8,354,434 across 8 Oil & Gas Integrated names. SHEL ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
29,665 | $5,032,963 | |
| 2 | CVX |
Chevron Corp
|
15,070 | $3,117,983 | |
| 3 | BP |
Bp PLC
|
2,878 | $135,266 | |
| 4 | SHEL |
Shell plc
This page
|
508 | $47,244 | |
| 5 | IMO |
Imperial Oil Ltd
|
62 | $8,110 | |
| 6 | SU |
Suncor Energy Inc
|
92 | $6,082 | |
| 7 | TTE |
TotalEnergies SE
|
63 | $5,731 | |
| 8 | EQNR |
Equinor ASA
|
25 | $1,055 |
All Filings in SHEL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,244 | 508 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $49,599 | 675 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $17,882 | 250 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $25,065 | 356 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $26,087 | 356 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $10,963 | 175 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $11,541 | 175 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $4,315 | 75 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $4,271 | 75 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $30,254 | 608 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $31,792 | 608 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $33,397 | 608 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||