Position in SHEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,606,086
-$343,101 QoQ
Shares Held
20,713
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#452
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, 2026Checchi Capital Advisers, LLC holds $14,197,809 across 10 Oil & Gas Integrated names. SHEL ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
36,279 | $4,960,064 | |
| 2 | CVX |
Chevron Corp
|
19,880 | $3,295,308 | |
| 3 | SHEL |
Shell plc
This page
|
20,713 | $1,606,086 | |
| 4 | TTE |
TotalEnergies SE
|
16,027 | $1,246,259 | |
| 5 | EQNR |
Equinor ASA
|
22,958 | $720,881 | |
| 6 | BP |
Bp PLC
|
18,158 | $670,938 | |
| 7 | E |
Eni Spa
|
11,145 | $522,254 | |
| 8 | SU |
Suncor Energy Inc
|
8,254 | $443,074 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,606,086 | 20,713 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,949,187 | 20,959 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,624,128 | 22,103 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,607,565 | 22,474 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,563,946 | 22,212 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,736,662 | 23,699 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,467,450 | 23,423 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,569,148 | 23,793 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,693,198 | 23,458 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,565,451 | 23,351 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,528,863 | 23,235 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,353,267 | 21,020 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,202,588 | 19,917 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $918,913 | 15,970 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $811,366 | 14,247 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $686,488 | 13,796 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $723,589 | 13,838 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $679,264 | 12,366 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||