Position in SHEL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$210,210
-$40,797 QoQ
Shares Held
2,711
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,198
of 1,523 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026CWA Asset Management Group, LLC holds $25,858,407 across 8 Oil & Gas Integrated names. SHEL ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
53,404 | $7,301,394 | |
| 2 | CVX |
Chevron Corp
|
40,293 | $6,678,967 | |
| 3 | EC |
Ecopetrol S.A.
|
309,290 | $4,404,289 | |
| 4 | SU |
Suncor Energy Inc
|
67,877 | $3,643,637 | |
| 5 | YPF |
Ypf Sociedad Anonima
|
42,417 | $1,928,700 | |
| 6 | NFG |
National Fuel Gas Co
|
18,623 | $1,437,881 | |
| 7 | BP |
Bp PLC
|
6,856 | $253,329 | |
| 8 | SHEL |
Shell plc
This page
|
2,711 | $210,210 |
All Filings in SHEL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,210 | 2,711 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $251,007 | 2,699 | Shares | Sole | 2026-04-20 | |
| 2025-09-30 | $2,095,685 | 29,298 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,012,740 | 28,586 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,760,771 | 24,028 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,136,032 | 18,133 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $934,049 | 14,163 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $637,818 | 9,514 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $527,400 | 8,192 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $497,953 | 8,247 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $425,796 | 7,400 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $421,430 | 7,400 | Shares | Sole | 2023-01-09 | |
| 2022-06-30 | $355,572 | 6,800 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $375,995 | 6,845 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||