Position in SHEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,444,403
-$673,079 QoQ
Shares Held
44,421
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#306
of 1,523 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Derivatives in SHEL
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$302,406
PutShares
3,900
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, 2026Lido Advisors, LLC holds $151,164,906 across 9 Oil & Gas Integrated names. SHEL ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
721,408 | $98,630,899 | |
| 2 | CVX |
Chevron Corp
|
242,427 | $40,184,698 | |
| 3 | BP |
Bp PLC
|
143,094 | $5,287,323 | |
| 4 | SHEL |
Shell plc
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|
44,421 | $3,444,403 | |
| 5 | SU |
Suncor Energy Inc
|
25,814 | $1,385,694 | |
| 6 | TTE |
TotalEnergies SE
|
11,597 | $901,782 | |
| 7 | NFG |
National Fuel Gas Co
|
8,077 | $623,624 | |
| 8 | IMO |
Imperial Oil Ltd
|
4,399 | $492,775 |
All Filings in SHEL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,406 | 3,900 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $3,444,403 | 44,421 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $232,500 | 2,500 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $4,117,482 | 44,274 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,073,447 | 41,827 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $146,960 | 2,000 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $143,060 | 2,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $3,069,422 | 42,911 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $140,820 | 2,000 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $2,861,319 | 40,638 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,788,521 | 38,053 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,726,632 | 27,560 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,496,139 | 22,686 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,481,781 | 20,529 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,204,975 | 17,974 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,013,978 | 15,410 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $769,211 | 11,948 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $775,701 | 12,847 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $636,392 | 11,060 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $585,673 | 10,284 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $401,463 | 8,068 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,075,186 | 20,562 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||