Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,966,724
-$457,135 QoQ
Shares Held
25,364
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#399
of 1,527 holders
Holding Since
Mar 2024
10 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, 2026World Investment Advisors holds $48,967,931 across 8 Oil & Gas Integrated names. SHEL ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
227,794 | $31,143,995 | |
| 2 | CVX |
Chevron Corp
|
74,981 | $12,428,850 | |
| 3 | SHEL |
Shell plc
This page
|
25,364 | $1,966,724 | |
| 4 | SU |
Suncor Energy Inc
|
26,941 | $1,446,192 | |
| 5 | BP |
Bp PLC
|
21,203 | $783,450 | |
| 6 | TTE |
TotalEnergies SE
|
9,675 | $752,328 | |
| 7 | NFG |
National Fuel Gas Co
|
3,010 | $232,402 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
13,242 | $213,990 |
All Filings in SHEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,966,724 | 25,364 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,423,859 | 26,063 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,767,487 | 24,054 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $1,161,646 | 16,240 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $552,647 | 7,849 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $685,094 | 9,349 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $555,579 | 8,868 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $368,923 | 5,594 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $294,638 | 4,082 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $284,115 | 4,238 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||