Position in SHEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,522,840
-$473,620 QoQ
Shares Held
32,536
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#352
of 1,523 holders
Holding Since
Jun 2022
17 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, 2026Independent Advisor Alliance holds $54,194,480 across 9 Oil & Gas Integrated names. SHEL ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
251,295 | $34,357,052 | |
| 2 | CVX |
Chevron Corp
|
80,992 | $13,425,233 | |
| 3 | SHEL |
Shell plc
This page
|
32,536 | $2,522,840 | |
| 4 | BP |
Bp PLC
|
29,441 | $1,087,844 | |
| 5 | TTE |
TotalEnergies SE
|
12,545 | $975,498 | |
| 6 | EQNR |
Equinor ASA
|
27,007 | $848,019 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
27,597 | $404,019 | |
| 8 | E |
Eni Spa
|
6,922 | $324,364 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,522,840 | 32,536 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,996,460 | 32,220 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,440,637 | 33,215 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,347,041 | 32,812 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,671,955 | 23,746 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,360,222 | 18,562 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,100,760 | 17,570 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,078,612 | 16,355 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,240,196 | 17,182 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,141,691 | 17,030 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,244,080 | 18,907 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,239,315 | 19,250 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,157,061 | 19,163 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,117,944 | 19,429 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,210,529 | 21,256 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,065,013 | 21,403 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,044,858 | 19,982 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||