Position in SHEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,072,068
-$585,471 QoQ
Shares Held
13,826
-22.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#553
of 1,527 holders
Holding Since
Mar 2022
18 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, 2026IFP Advisors, Inc holds $38,294,426 across 14 Oil & Gas Integrated names. SHEL ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
171,296 | $23,419,589 | |
| 2 | CVX |
Chevron Corp
|
65,858 | $10,916,622 | |
| 3 | SHEL |
Shell plc
This page
|
13,826 | $1,072,068 | |
| 4 | NFG |
National Fuel Gas Co
|
11,784 | $909,842 | |
| 5 | IMO |
Imperial Oil Ltd
|
5,326 | $596,618 | |
| 6 | BP |
Bp PLC
|
10,734 | $396,621 | |
| 7 | CVE |
Cenovus Energy Inc.
|
15,601 | $387,060 | |
| 8 | SU |
Suncor Energy Inc
|
6,553 | $351,765 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,068 | 13,826 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,657,539 | 17,823 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,022,033 | 13,909 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,011,934 | 14,147 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,013,622 | 14,396 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,134,960 | 15,488 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $950,212 | 15,167 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $953,241 | 14,454 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,376,905 | 19,076 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,153,020 | 17,199 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,211,312 | 18,409 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,176,093 | 18,268 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,043,064 | 17,275 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,112,075 | 19,327 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,437,247 | 25,237 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,276,918 | 45,758 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,041,506 | 39,042 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $367,811 | 6,696 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||