Position in SHEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,034,960
-$3,838,472 QoQ
Shares Held
116,520
-15.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#183
of 1,523 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NewEdge Advisors, LLC holds $455,964,268 across 13 Oil & Gas Integrated names. SHEL ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,621,680 | $221,716,089 | |
| 2 | CVX |
Chevron Corp
|
1,249,960 | $207,193,369 | |
| 3 | SHEL |
Shell plc
This page
|
116,520 | $9,034,960 | |
| 4 | SU |
Suncor Energy Inc
|
96,891 | $5,201,108 | |
| 5 | BP |
Bp PLC
|
123,000 | $4,544,850 | |
| 6 | TTE |
TotalEnergies SE
|
47,262 | $3,675,093 | |
| 7 | NFG |
National Fuel Gas Co
|
18,146 | $1,401,052 | |
| 8 | IMO |
Imperial Oil Ltd
|
10,758 | $1,205,111 |
All Filings in SHEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,034,960 | 116,520 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,873,432 | 138,424 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $9,200,577 | 125,212 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,297,919 | 102,026 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,708,698 | 109,483 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,693,154 | 104,983 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,268,050 | 84,087 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,630,151 | 85,370 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,917,460 | 81,982 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,374,892 | 35,425 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,015,877 | 45,834 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,075,804 | 32,243 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,481,664 | 24,539 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,146,426 | 19,924 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,306,133 | 40,494 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,751,402 | 35,197 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,007,517 | 38,392 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||