Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$843,325
-$229,337 QoQ
Shares Held
10,876
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#622
of 1,523 holders
Holding Since
Sep 2022
15 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, 2026Mutual Advisors, LLC holds $35,263,459 across 8 Oil & Gas Integrated names. SHEL ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
92,995 | $15,414,851 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
103,861 | $14,199,875 | |
| 3 | BP |
Bp PLC
|
52,118 | $1,925,760 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
109,124 | $1,597,575 | |
| 5 | SHEL |
Shell plc
This page
|
10,876 | $843,325 | |
| 6 | TTE |
TotalEnergies SE
|
6,655 | $517,492 | |
| 7 | EQNR |
Equinor ASA
|
13,993 | $439,380 | |
| 8 | YPF |
Ypf Sociedad Anonima
|
7,152 | $325,201 |
All Filings in SHEL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,325 | 10,876 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,072,662 | 11,534 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $662,275 | 9,013 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $630,966 | 8,821 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $672,978 | 9,558 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $698,211 | 9,528 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $606,138 | 9,675 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $881,157 | 13,361 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $959,633 | 13,295 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $846,447 | 12,626 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $813,288 | 12,360 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $779,513 | 12,108 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $652,949 | 10,814 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $324,237 | 5,635 | Shares | Sole | 2023-04-11 | |
| 2022-09-30 | $211,131 | 4,243 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||