Position in SHEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,338,717
-$611,830 QoQ
Shares Held
43,058
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#308
of 1,527 holders
Holding Since
Mar 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, 2026Caprock Group, LLC holds $49,545,173 across 11 Oil & Gas Integrated names. SHEL ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
132,420 | $18,104,462 | |
| 2 | CVX |
Chevron Corp
|
75,075 | $12,444,432 | |
| 3 | SU |
Suncor Energy Inc
|
74,127 | $3,979,137 | |
| 4 | SHEL |
Shell plc
This page
|
43,058 | $3,338,717 | |
| 5 | TTE |
TotalEnergies SE
|
32,492 | $2,526,577 | |
| 6 | BP |
Bp PLC
|
56,032 | $2,070,382 | |
| 7 | IMO |
Imperial Oil Ltd
|
16,151 | $1,809,235 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
110,570 | $1,786,811 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,338,717 | 43,058 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,950,547 | 42,479 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,080,869 | 41,928 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,904,332 | 40,603 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $2,768,371 | 37,778 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,933,566 | 30,863 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,983,248 | 30,072 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,097,550 | 29,060 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $764,926 | 11,410 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $792,758 | 12,048 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $768,761 | 11,941 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $700,891 | 11,608 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $754,406 | 13,111 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $577,700 | 10,144 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $498,744 | 10,023 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $469,825 | 8,985 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $331,008 | 6,026 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||