Position in SHEL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,268,000
-$1,219,343 QoQ
Shares Held
42,146
-12.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#315
of 1,527 holders
Holding Since
Mar 2022
18 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, 2026Sequoia Financial Advisors, LLC holds $144,590,241 across 13 Oil & Gas Integrated names. SHEL ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
731,436 | $100,001,929 | |
| 2 | CVX |
Chevron Corp
|
173,771 | $28,804,280 | |
| 3 | SHEL |
Shell plc
This page
|
42,146 | $3,268,000 | |
| 4 | SU |
Suncor Energy Inc
|
49,966 | $2,682,174 | |
| 5 | TTE |
TotalEnergies SE
|
29,900 | $2,325,024 | |
| 6 | BP |
Bp PLC
|
51,289 | $1,895,128 | |
| 7 | E |
Eni Spa
|
34,288 | $1,606,735 | |
| 8 | EQNR |
Equinor ASA
|
36,842 | $1,156,838 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,268,000 | 42,146 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,487,343 | 48,251 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,413,513 | 46,455 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,537,516 | 49,455 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,512,684 | 49,889 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,633,222 | 49,580 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,992,539 | 47,766 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,969,398 | 45,025 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,593,499 | 35,931 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,336,209 | 34,848 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,149,677 | 63,065 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,112,436 | 32,812 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,934,092 | 32,032 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,513,589 | 26,305 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,436,791 | 25,229 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $901,253 | 18,112 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,047,054 | 20,024 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,187,641 | 21,621 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||