Position in SHEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,116,188
-$329,962 QoQ
Shares Held
14,395
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#545
of 1,523 holders
Holding Since
Jun 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, 2026Sowell Financial Services LLC holds $15,588,305 across 8 Oil & Gas Integrated names. SHEL ranks #2 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
73,222 | $12,137,278 | |
| 2 | SHEL |
Shell plc
This page
|
14,395 | $1,116,188 | |
| 3 | CVE |
Cenovus Energy Inc.
|
29,707 | $737,030 | |
| 4 | BP |
Bp PLC
|
11,681 | $431,612 | |
| 5 | SU |
Suncor Energy Inc
|
7,210 | $387,032 | |
| 6 | EQNR |
Equinor ASA
|
10,455 | $328,287 | |
| 7 | YPF |
Ypf Sociedad Anonima
|
5,131 | $233,306 | |
| 8 | TTE |
TotalEnergies SE
|
2,798 | $217,572 |
All Filings in SHEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,116,188 | 14,395 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,446,150 | 15,550 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,104,918 | 15,037 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $999,917 | 13,979 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $993,625 | 14,112 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,088,061 | 14,848 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,129,830 | 18,034 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,430,323 | 21,688 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,581,175 | 21,906 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,515,506 | 22,606 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,309,683 | 19,904 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,288,115 | 20,008 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,556,898 | 25,785 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,091,073 | 18,962 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,683,214 | 29,556 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,142,191 | 22,954 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,050,558 | 20,091 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||