Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,757,723
-$4,391,028 QoQ
Shares Held
461,152
+6.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#84
of 1,523 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 66%
Shared 15%
None 19%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Cerity Partners LLC holds $603,510,325 across 13 Oil & Gas Integrated names. SHEL ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,066,962 | $282,595,043 | |
| 2 | CVX |
Chevron Corp
|
1,372,649 | $227,530,297 | |
| 3 | SHEL |
Shell plc
This page
|
461,152 | $35,757,723 | |
| 4 | BP |
Bp PLC
|
526,262 | $19,445,379 | |
| 5 | TTE |
TotalEnergies SE
|
152,945 | $11,893,001 | |
| 6 | IMO |
Imperial Oil Ltd
|
99,082 | $11,099,164 | |
| 7 | NFG |
National Fuel Gas Co
|
59,416 | $4,587,507 | |
| 8 | SU |
Suncor Energy Inc
|
71,528 | $3,839,621 |
All Filings in SHEL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,757,723 | 461,152 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,148,751 | 431,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,508,160 | 415,190 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $28,435,177 | 397,528 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $27,594,312 | 391,909 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $27,890,148 | 380,597 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $23,837,385 | 380,485 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,350,652 | 384,392 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,887,917 | 317,095 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,764,133 | 324,644 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $18,231,140 | 277,069 | Shares | Defined | 2024-01-26 | |
| 2023-09-30 | $11,807,807 | 183,408 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,857,746 | 146,700 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,399,919 | 145,984 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,592,801 | 133,324 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,915,514 | 78,688 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||