Position in SHEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$732,287
-$212,779 QoQ
Shares Held
9,444
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#667
of 1,527 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $33,195,719 across 7 Oil & Gas Integrated names. SHEL ranks #3 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
132,140 | $18,066,180 | |
| 2 | CVX |
Chevron Corp
|
79,446 | $13,168,968 | |
| 3 | SHEL |
Shell plc
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|
9,444 | $732,287 | |
| 4 | BP |
Bp PLC
|
14,565 | $538,176 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
15,406 | $248,960 | |
| 6 | TTE |
TotalEnergies SE
|
2,896 | $225,192 | |
| 7 | NFG |
National Fuel Gas Co
|
2,797 | $215,956 |
All Filings in SHEL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,287 | 9,444 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $945,066 | 10,162 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $438,675 | 5,970 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $495,059 | 6,921 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $488,082 | 6,932 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $494,273 | 6,745 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $455,716 | 7,274 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $520,279 | 7,889 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $555,280 | 7,693 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $209,244 | 3,180 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $235,823 | 3,663 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||