Position in SHEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,521,755
-$171,525 QoQ
Shares Held
32,522
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#353
of 1,527 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $34,388,162 across 8 Oil & Gas Integrated names. SHEL ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
172,344 | $28,567,741 | |
| 2 | SHEL |
Shell plc
This page
|
32,522 | $2,521,755 | |
| 3 | BP |
Bp PLC
|
25,892 | $956,709 | |
| 4 | TTE |
TotalEnergies SE
|
10,070 | $783,043 | |
| 5 | NFG |
National Fuel Gas Co
|
8,808 | $680,065 | |
| 6 | E |
Eni Spa
|
8,175 | $383,080 | |
| 7 | SU |
Suncor Energy Inc
|
6,050 | $324,764 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
10,582 | $171,005 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,521,755 | 32,522 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,693,280 | 28,960 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,274,646 | 30,956 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,719,764 | 24,425 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,588,197 | 21,673 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $874,343 | 13,956 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,102,222 | 16,713 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $983,524 | 13,626 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,001,577 | 14,940 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $786,046 | 11,946 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $907,500 | 14,096 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $402,915 | 6,673 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,617,100 | 115,000 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $620,470 | 10,895 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $614,784 | 12,355 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $707,535 | 13,531 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,017,028 | 18,515 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||