Position in SHEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$53,812
-$10,730 QoQ
Shares Held
694
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,329
of 1,527 holders
Holding Since
Jun 2025
5 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, 2026Westside Investment Management, Inc. holds $1,664,997 across 11 Oil & Gas Integrated names. SHEL ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
5,642 | $771,373 | |
| 2 | CVX |
Chevron Corp
|
3,241 | $537,227 | |
| 3 | TTE |
TotalEnergies SE
|
1,398 | $108,708 | |
| 4 | BP |
Bp PLC
|
1,478 | $54,612 | |
| 5 | SHEL |
Shell plc
This page
|
694 | $53,812 | |
| 6 | IMO |
Imperial Oil Ltd
|
426 | $47,720 | |
| 7 | SU |
Suncor Energy Inc
|
564 | $30,275 | |
| 8 | CVE |
Cenovus Energy Inc.
|
1,217 | $30,193 |
All Filings in SHEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,812 | 694 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $64,542 | 694 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $50,995 | 694 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $49,641 | 694 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $24,502 | 348 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||