Position in SHEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$279,841
-$12,365 QoQ
Shares Held
3,609
+14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,074
of 1,523 holders
Holding Since
Mar 2026
2 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, 2026LVW Advisors, LLC holds $8,546,641 across 8 Oil & Gas Integrated names. SHEL ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
24,359 | $3,330,362 | |
| 2 | CVX |
Chevron Corp
|
13,756 | $2,280,194 | |
| 3 | EQNR |
Equinor ASA
|
28,225 | $886,265 | |
| 4 | E |
Eni Spa
|
14,942 | $700,182 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
25,738 | $415,926 | |
| 6 | BP |
Bp PLC
|
11,030 | $407,558 | |
| 7 | SHEL |
Shell plc
This page
|
3,609 | $279,841 | |
| 8 | CVE |
Cenovus Energy Inc.
|
9,928 | $246,313 |
All Filings in SHEL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,841 | 3,609 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $292,206 | 3,142 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||