Position in SHEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$781,448
-$361,243 QoQ
Shares Held
10,078
-18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#647
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $27,458,598 across 12 Oil & Gas Integrated names. SHEL ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
81,313 | $13,478,442 | |
| 2 | TTE |
TotalEnergies SE
|
68,569 | $5,331,925 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
35,172 | $4,808,715 | |
| 4 | BP |
Bp PLC
|
52,384 | $1,935,588 | |
| 5 | SHEL |
Shell plc
This page
|
10,078 | $781,448 | |
| 6 | CVE |
Cenovus Energy Inc.
|
17,644 | $437,747 | |
| 7 | EQNR |
Equinor ASA
|
7,435 | $233,459 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
13,499 | $218,143 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,448 | 10,078 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,142,691 | 12,287 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,809,948 | 38,241 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,701,616 | 37,769 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,143,421 | 30,442 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,941,553 | 26,495 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,601,146 | 25,557 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,651,322 | 25,039 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $2,221,050 | 30,771 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,974,931 | 29,459 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $2,182,980 | 33,176 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,188,598 | 33,995 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $742,975 | 12,305 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $732,541 | 12,731 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $802,026 | 14,083 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $744,210 | 14,956 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $467,629 | 8,943 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $294,644 | 5,364 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||