Position in SHEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$313,726
-$419,858 QoQ
Shares Held
4,046
-48.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,013
of 1,527 holders
Holding Since
Dec 2023
11 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, 2026Horizon Investments, LLC holds $90,749,308 across 9 Oil & Gas Integrated names. SHEL ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
368,036 | $50,317,881 | |
| 2 | CVX |
Chevron Corp
|
212,936 | $35,296,271 | |
| 3 | NFG |
National Fuel Gas Co
|
59,045 | $4,558,864 | |
| 4 | SHEL |
Shell plc
This page
|
4,046 | $313,726 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
17,710 | $259,333 | |
| 6 | SU |
Suncor Energy Inc
|
28 | $1,503 | |
| 7 | E |
Eni Spa
|
20 | $937 | |
| 8 | IMO |
Imperial Oil Ltd
|
4 | $448 |
All Filings in SHEL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,726 | 4,046 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $733,584 | 7,888 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $272,096 | 3,703 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $251,857 | 3,521 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $233,057 | 3,310 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $778,600 | 10,625 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $678,436 | 10,829 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $699,267 | 10,603 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $770,665 | 10,677 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $726,512 | 10,837 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,710 | 26 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||