Position in SHEL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,165,371
-$1,309,539 QoQ
Shares Held
53,719
-8.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#278
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, 2026Atria Investments, Inc holds $86,680,418 across 12 Oil & Gas Integrated names. SHEL ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
233,447 | $38,696,174 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
208,034 | $28,442,408 | |
| 3 | TTE |
TotalEnergies SE
|
96,429 | $7,498,319 | |
| 4 | CVE |
Cenovus Energy Inc.
|
178,556 | $4,429,974 | |
| 5 | SHEL |
Shell plc
This page
|
53,719 | $4,165,371 | |
| 6 | IMO |
Imperial Oil Ltd
|
9,321 | $1,044,138 | |
| 7 | BP |
Bp PLC
|
14,912 | $550,998 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
31,124 | $502,963 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,165,371 | 53,719 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,474,910 | 58,870 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,437,089 | 60,385 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,488,507 | 62,750 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,458,713 | 63,325 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,392,256 | 59,938 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,688,832 | 58,880 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,985,028 | 60,425 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,301,693 | 73,451 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,741,672 | 70,729 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $4,347,406 | 66,070 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,478,852 | 69,569 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,547,385 | 58,751 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,368,736 | 58,546 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,758,927 | 66,004 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,333,273 | 66,987 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,495,691 | 66,852 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,788,302 | 68,966 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||