Position in SHEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$40,496,814
-$1,875,102 QoQ
Shares Held
522,270
+14.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#79
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Creative Planning holds $616,489,640 across 14 Oil & Gas Integrated names. SHEL ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,283,468 | $312,195,744 | |
| 2 | CVX |
Chevron Corp
|
954,599 | $158,234,329 | |
| 3 | SHEL |
Shell plc
This page
|
522,270 | $40,496,814 | |
| 4 | TTE |
TotalEnergies SE
|
242,195 | $18,833,082 | |
| 5 | SU |
Suncor Energy Inc
|
343,611 | $18,445,038 | |
| 6 | CVE |
Cenovus Energy Inc.
|
625,014 | $15,506,596 | |
| 7 | BP |
Bp PLC
|
359,691 | $13,290,582 | |
| 8 | E |
Eni Spa
|
235,745 | $11,047,010 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,496,814 | 522,270 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $42,371,916 | 455,612 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $31,069,694 | 422,832 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,480,752 | 384,185 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,900,495 | 353,650 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $25,117,964 | 342,767 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $19,153,795 | 305,727 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $20,213,081 | 306,491 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $21,118,922 | 292,587 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $17,625,485 | 262,910 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,109,419 | 244,824 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $16,701,073 | 259,414 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $11,083,171 | 183,557 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $7,649,539 | 132,943 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,387,539 | 147,279 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,767,957 | 136,012 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,060,097 | 115,894 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,780,722 | 87,033 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||