Position in SHEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$939,474
+$250,530 QoQ
Shares Held
12,116
+63.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#587
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026West Family Investments, Inc. holds $5,820,799 across 8 Oil & Gas Integrated names. SHEL ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
12,810 | $1,751,383 | |
| 2 | CVX |
Chevron Corp
|
7,766 | $1,287,292 | |
| 3 | SHEL |
Shell plc
This page
|
12,116 | $939,474 | |
| 4 | BP |
Bp PLC
|
14,902 | $550,628 | |
| 5 | EQNR |
Equinor ASA
|
14,996 | $470,874 | |
| 6 | CVE |
Cenovus Energy Inc.
|
13,585 | $337,043 | |
| 7 | SU |
Suncor Energy Inc
|
5,883 | $315,799 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
10,415 | $168,306 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,474 | 12,116 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $688,944 | 7,408 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,522,652 | 20,722 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,782,599 | 24,921 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,719,271 | 24,418 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,419,653 | 19,373 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,240,344 | 19,798 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,328,167 | 20,139 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,391,702 | 19,281 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,292,598 | 19,281 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,236,447 | 18,791 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,209,764 | 18,791 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,134,600 | 18,791 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,081,234 | 18,791 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,091,275 | 19,162 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $953,501 | 19,162 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,001,980 | 19,162 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,111,893 | 20,242 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||