Position in SHEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,131,609
-$2,637,012 QoQ
Shares Held
130,663
-4.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#178
of 1,523 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, 2026Prospera Financial Services Inc holds $100,097,829 across 8 Oil & Gas Integrated names. SHEL ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
410,242 | $56,088,286 | |
| 2 | CVX |
Chevron Corp
|
144,599 | $23,968,730 | |
| 3 | SHEL |
Shell plc
This page
|
130,663 | $10,131,609 | |
| 4 | BP |
Bp PLC
|
100,563 | $3,715,802 | |
| 5 | E |
Eni Spa
|
46,961 | $2,200,592 | |
| 6 | YPF |
Ypf Sociedad Anonima
|
46,413 | $2,110,399 | |
| 7 | TTE |
TotalEnergies SE
|
20,126 | $1,564,997 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
19,642 | $317,414 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,131,609 | 130,663 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $12,768,621 | 137,297 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,882,094 | 148,096 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,876,565 | 152,056 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,604,238 | 150,607 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,473,763 | 142,928 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,025,609 | 144,064 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,916,835 | 135,206 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,585,666 | 118,948 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,630,224 | 113,816 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $7,222,471 | 109,764 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,324,190 | 113,765 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,687,326 | 110,754 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,821,379 | 101,171 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,477,052 | 96,173 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,221,190 | 84,831 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,059,115 | 77,627 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,968,088 | 72,239 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||