Position in SHEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,389,217
-$421,452 QoQ
Shares Held
82,399
+12.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#224
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Baird Financial Group, Inc. holds $492,964,167 across 9 Oil & Gas Integrated names. SHEL ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
1,728,643 | $286,539,862 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
1,323,923 | $181,006,751 | |
| 3 | BP |
Bp PLC
|
240,273 | $8,878,087 | |
| 4 | SHEL |
Shell plc
This page
|
82,399 | $6,389,217 | |
| 5 | NFG |
National Fuel Gas Co
|
59,513 | $4,594,997 | |
| 6 | TTE |
TotalEnergies SE
|
44,627 | $3,470,195 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
94,228 | $1,522,724 | |
| 8 | EQNR |
Equinor ASA
|
11,527 | $361,947 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,389,217 | 82,399 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,810,669 | 73,233 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,847,023 | 79,573 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,722,328 | 79,999 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,170,764 | 101,843 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $9,207,045 | 125,642 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,723,741 | 123,284 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,874,430 | 119,400 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,896,400 | 123,253 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,957,848 | 118,703 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,519,483 | 144,673 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,375,335 | 145,625 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,519,495 | 141,098 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,019,923 | 139,380 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,293,584 | 128,070 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,341,034 | 67,143 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $3,758,813 | 71,884 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $4,641,199 | 84,493 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||