Position in SHEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$406,231
-$49,934 QoQ
Shares Held
5,239
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#903
of 1,527 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 28%
Shared 72%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Venturi Wealth Management, LLC holds $34,406,374 across 7 Oil & Gas Integrated names. SHEL ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
104,390 | $14,272,200 | |
| 2 | CVX |
Chevron Corp
|
60,667 | $10,056,161 | |
| 3 | TTE |
TotalEnergies SE
|
110,623 | $8,602,043 | |
| 4 | CVE |
Cenovus Energy Inc.
|
18,109 | $449,283 | |
| 5 | SHEL |
Shell plc
This page
|
5,239 | $406,231 | |
| 6 | E |
Eni Spa
|
8,073 | $378,300 | |
| 7 | EQNR |
Equinor ASA
|
7,712 | $242,156 |
All Filings in SHEL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,231 | 5,239 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $456,165 | 4,905 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $324,780 | 4,420 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $259,510 | 3,628 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $200,667 | 2,850 | Shares | Other | 2025-07-23 | |
| 2024-12-31 | $103,622 | 1,654 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $103,870 | 1,575 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $110,796 | 1,535 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $98,749 | 1,473 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $100,278 | 1,524 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $83,307 | 1,294 | Shares | Sole | 2023-11-02 | |
| 2023-03-31 | $32,279 | 561 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||