Position in SHEL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,296,885
+$209,308 QoQ
Shares Held
13,945
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Sunbelt Securities, Inc. holds $236,578,464 across 11 Oil & Gas Integrated names. SHEL ranks #3 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,351,473 | $229,290,909 | |
| 2 | CVX |
Chevron Corp
|
26,565 | $5,496,298 | |
| 3 | SHEL |
Shell plc
This page
|
13,945 | $1,296,885 | |
| 4 | BP |
Bp PLC
|
6,004 | $282,188 | |
| 5 | TTE |
TotalEnergies SE
|
888 | $80,790 | |
| 6 | YPF |
Ypf Sociedad Anonima
|
1,353 | $62,535 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
2,141 | $40,155 | |
| 8 | SU |
Suncor Energy Inc
|
292 | $19,304 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,296,885 | 13,945 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,087,577 | 14,801 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $1,064,366 | 14,880 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,020,381 | 14,492 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,099,712 | 15,007 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $907,923 | 14,492 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $920,727 | 13,961 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $998,393 | 13,832 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $964,973 | 14,394 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $924,950 | 14,057 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $857,412 | 13,318 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $799,068 | 13,234 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $744,394 | 12,937 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $724,347 | 12,719 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $534,273 | 10,737 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $546,691 | 10,455 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $557,924 | 10,157 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||