Position in SHEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$100,802
+$7,802 QoQ
Shares Held
1,300
+30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,276
of 1,523 holders
Holding Since
Mar 2022
15 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 Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$98,700
PutShares
1,500
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, 2026SUMMIT SECURITIES GROUP LLC holds $1,665,288 across 7 Oil & Gas Integrated names. SHEL ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
7,600 | $1,259,776 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
961 | $131,387 | |
| 3 | SHEL |
Shell plc
This page
|
1,300 | $100,802 | |
| 4 | TTE |
TotalEnergies SE
|
1,194 | $92,845 | |
| 5 | BP |
Bp PLC
|
1,800 | $66,510 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
600 | $9,696 | |
| 7 | EC |
Ecopetrol S.A.
|
300 | $4,272 |
All Filings in SHEL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,802 | 1,300 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $93,000 | 1,000 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $105,864 | 1,480 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $589,613 | 8,374 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $37,590 | 600 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $26,380 | 400 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $72,180 | 1,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $93,856 | 1,400 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $98,700 | 1,500 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $4,135,266 | 62,846 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $251,082 | 3,900 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $484,307 | 8,021 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $592,280 | 10,400 | Shares | Sole | 2023-02-13 | |
| 2022-12-31 | $569,500 | 10,000 | Put | Sole | 2023-02-13 | |
| 2022-09-30 | $1,194,240 | 24,000 | Shares | Sole | 2022-11-02 | |
| 2022-09-30 | $497,600 | 10,000 | Put | Sole | 2022-11-02 | |
| 2022-06-30 | $5,229 | 100 | Put | Sole | 2022-08-02 | |
| 2022-06-30 | $779,121 | 14,900 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $54,930 | 1,000 | Call | Sole | 2022-05-11 | |
| 2022-03-31 | $1,197,474 | 21,800 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||