Position in SHEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,966,104
-$565,170 QoQ
Shares Held
25,356
-6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#400
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, 2026Allworth Financial LP holds $118,921,784 across 15 Oil & Gas Integrated names. SHEL ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
367,543 | $60,923,926 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
382,063 | $52,235,652 | |
| 3 | SHEL |
Shell plc
This page
|
25,356 | $1,966,104 | |
| 4 | BP |
Bp PLC
|
43,741 | $1,616,229 | |
| 5 | TTE |
TotalEnergies SE
|
6,134 | $476,979 | |
| 6 | NFG |
National Fuel Gas Co
|
5,593 | $431,835 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
26,404 | $405,968 | |
| 8 | IMO |
Imperial Oil Ltd
|
2,142 | $239,946 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,966,104 | 25,356 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,531,274 | 27,218 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,887,554 | 25,688 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,825,649 | 39,503 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,713,671 | 38,541 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,486,317 | 33,929 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,817,977 | 29,018 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,694,123 | 25,688 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,831,423 | 25,373 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $689,640 | 10,287 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $549,956 | 8,358 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $529,911 | 8,231 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $455,687 | 7,547 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $394,666 | 6,859 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $362,771 | 6,370 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $266,663 | 5,359 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $304,746 | 5,828 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $276,792 | 5,039 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||