Position in SHEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,474,059
-$1,771,280 QoQ
Shares Held
147,976
+3.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#163
of 1,527 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Derivatives in SHEL
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$6,300
PutShares
9,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $513,937,016 across 13 Oil & Gas Integrated names. SHEL ranks #3 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,134,401 | $291,815,304 | |
| 2 | CVX |
Chevron Corp
|
1,131,012 | $187,476,549 | |
| 3 | SHEL |
Shell plc
This page
|
147,976 | $11,474,059 | |
| 4 | BP |
Bp PLC
|
211,854 | $7,828,005 | |
| 5 | TTE |
TotalEnergies SE
|
66,428 | $5,165,441 | |
| 6 | SU |
Suncor Energy Inc
|
91,242 | $4,897,870 | |
| 7 | NFG |
National Fuel Gas Co
|
35,134 | $2,712,696 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
50,737 | $819,909 |
All Filings in SHEL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,474,059 | 147,976 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,245,339 | 142,423 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $23,522,638 | 320,123 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $22,969,999 | 321,124 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $21,756,056 | 308,991 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $26,185,728 | 357,338 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $26,468,184 | 422,477 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $26,149,240 | 396,501 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $6,300 | 9,000 | Put | Sole | 2024-10-24 | |
| 2024-06-30 | $3,825 | 9,000 | Put | Sole | 2024-07-16 | |
| 2024-06-30 | $32,161,314 | 445,571 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $28,272,578 | 421,727 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $13,275 | 9,000 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $28,634,186 | 435,170 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $23,625 | 9,000 | Put | Sole | 2024-01-30 | |
| 2023-09-30 | $29,108,386 | 452,134 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $230,647 | 4,050 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $201,528 | 4,050 | Shares | Sole | 2022-10-17 | |
| 2022-03-31 | $222,466 | 4,050 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||