Position in SHEL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,681,277
+$651,571 QoQ
Shares Held
61,089
-10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026CWM, LLC holds $283,688,437 across 14 Oil & Gas Integrated names. SHEL ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,030,824 | $174,889,599 | |
| 2 | CVX |
Chevron Corp
|
398,906 | $82,533,651 | |
| 3 | TTE |
TotalEnergies SE
|
93,024 | $8,463,323 | |
| 4 | NFG |
National Fuel Gas Co
|
60,903 | $5,722,445 | |
| 5 | SHEL |
Shell plc
This page
|
61,089 | $5,681,277 | |
| 6 | BP |
Bp PLC
|
94,743 | $4,452,921 | |
| 7 | SU |
Suncor Energy Inc
|
9,173 | $606,427 | |
| 8 | E |
Eni Spa
|
6,806 | $385,287 |
All Filings in SHEL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,681,277 | 61,089 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,029,706 | 68,450 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,378,340 | 75,190 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,382,952 | 62,249 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,611,311 | 49,281 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,304,348 | 52,743 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,489,678 | 52,914 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,482,973 | 48,254 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,134,321 | 46,753 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $3,788,171 | 57,571 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,734,104 | 58,001 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,372,102 | 55,848 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,859,692 | 32,320 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,739,309 | 30,541 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,310,578 | 26,338 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,365,762 | 26,119 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||