Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in SHEL — Shell plc
CIK 1510434
Seattle, WA
Position in SHEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$698,789
-$110,776 QoQ
Shares Held
9,012
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#684
of 1,527 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $26,595,530 across 8 Oil & Gas Integrated names. SHEL ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
97,608 | $13,344,964 | |
| 2 | CVX |
Chevron Corp
|
62,673 | $10,388,675 | |
| 3 | SHEL |
Shell plc
This page
|
9,012 | $698,789 | |
| 4 | SU |
Suncor Energy Inc
|
11,671 | $626,499 | |
| 5 | BP |
Bp PLC
|
13,639 | $503,960 | |
| 6 | CVE |
Cenovus Energy Inc.
|
19,988 | $495,901 | |
| 7 | TTE |
TotalEnergies SE
|
4,317 | $335,688 | |
| 8 | NFG |
National Fuel Gas Co
|
2,604 | $201,054 |
All Filings in SHEL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,789 | 9,012 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $809,565 | 8,705 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $793,877 | 10,804 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $864,511 | 12,086 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $504,417 | 7,164 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $461,517 | 6,298 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $408,728 | 6,524 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $370,639 | 5,620 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $320,912 | 4,446 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $271,780 | 4,054 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $283,598 | 4,310 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $245,159 | 3,808 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $226,304 | 3,748 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $211,286 | 3,672 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||