Position in SHEL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$33,237,084
+$8,112,729 QoQ
Shares Held
357,388
+4.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Derivatives in SHEL
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$18,795
PutShares
300
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 Mar 31, 2026Cetera Investment Advisers holds $771,915,193 across 13 Oil & Gas Integrated names. SHEL ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,381,079 | $403,973,863 | |
| 2 | CVX |
Chevron Corp
|
1,198,367 | $247,942,132 | |
| 3 | SHEL |
Shell plc
This page
|
357,388 | $33,237,084 | |
| 4 | TTE |
TotalEnergies SE
|
342,564 | $31,166,472 | |
| 5 | BP |
Bp PLC
|
600,701 | $28,232,947 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
398,372 | $8,266,219 | |
| 7 | SU |
Suncor Energy Inc
|
97,079 | $6,417,892 | |
| 8 | EQNR |
Equinor ASA
|
98,575 | $4,159,865 |
All Filings in SHEL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,237,084 | 357,388 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $25,124,355 | 341,921 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,065,563 | 322,460 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,329,847 | 175,115 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,128,844 | 179,160 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,746,185 | 187,489 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $18,795 | 300 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $11,156,893 | 169,172 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $19,785 | 300 | Put | Sole | 2024-11-13 | |
| 2024-06-30 | $12,415,609 | 172,009 | Shares | Sole | 2024-08-22 | |
| 2024-06-30 | $21,654 | 300 | Put | Sole | 2024-08-22 | |
| 2024-03-31 | $20,112 | 300 | Put | Sole | 2024-05-24 | |
| 2024-03-31 | $11,819,822 | 176,310 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $19,740 | 300 | Put | Sole | 2024-02-13 | |
| 2023-12-31 | $3,210,316 | 48,789 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,314 | 300 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $3,631,675 | 56,410 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,323,194 | 55,038 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,336,226 | 57,981 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,290,400 | 57,777 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,196,008 | 44,132 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,473,212 | 47,298 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,589,125 | 47,135 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||