Position in SHEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$884,266
-$188,954 QoQ
Shares Held
11,404
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#603
of 1,527 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $110,034,725 across 8 Oil & Gas Integrated names. SHEL ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
512,884 | $70,121,500 | |
| 2 | CVX |
Chevron Corp
|
158,001 | $26,190,244 | |
| 3 | NFG |
National Fuel Gas Co
|
134,822 | $10,409,606 | |
| 4 | BP |
Bp PLC
|
24,977 | $922,899 | |
| 5 | TTE |
TotalEnergies SE
|
11,589 | $901,160 | |
| 6 | SHEL |
Shell plc
This page
|
11,404 | $884,266 | |
| 7 | CVE |
Cenovus Energy Inc.
|
15,960 | $395,967 | |
| 8 | SU |
Suncor Energy Inc
|
3,895 | $209,083 |
All Filings in SHEL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,266 | 11,404 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,073,220 | 11,540 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $657,425 | 8,947 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $597,490 | 8,353 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $808,235 | 11,479 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $686,046 | 9,362 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $909,740 | 14,521 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $501,615 | 7,606 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $564,591 | 7,822 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $524,185 | 7,819 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $253,656 | 3,940 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $208,793 | 3,458 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $232,298 | 4,079 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $203,070 | 4,081 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||