Position in SHEL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$281,702
-$56,167 QoQ
Shares Held
3,633
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,071
of 1,527 holders
Holding Since
Jun 2022
17 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, 2026OAKWORTH CAPITAL, INC. holds $10,212,425 across 8 Oil & Gas Integrated names. SHEL ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
41,823 | $5,718,039 | |
| 2 | CVX |
Chevron Corp
|
23,040 | $3,819,109 | |
| 3 | SHEL |
Shell plc
This page
|
3,633 | $281,702 | |
| 4 | BP |
Bp PLC
|
4,393 | $162,321 | |
| 5 | IMO |
Imperial Oil Ltd
|
1,300 | $145,626 | |
| 6 | DEC |
Diversified Energy Co
|
5,000 | $69,300 | |
| 7 | SU |
Suncor Energy Inc
|
172 | $9,232 | |
| 8 | EQNR |
Equinor ASA
|
226 | $7,096 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,702 | 3,633 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $337,869 | 3,633 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $208,168 | 2,833 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $202,644 | 2,833 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $136,102 | 1,933 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $197,342 | 2,693 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $167,776 | 2,678 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $189,803 | 2,878 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $121,117 | 1,678 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $75,687 | 1,129 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $74,287 | 1,129 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $209,813 | 3,259 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $240,311 | 3,980 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $229,008 | 3,980 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $226,660 | 3,980 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $254,174 | 5,108 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $267,096 | 5,108 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||