Position in SHEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,124,402
-$325,747 QoQ
Shares Held
14,501
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#541
of 1,523 holders
Holding Since
Jun 2022
17 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, 2026AE Wealth Management LLC holds $93,126,139 across 7 Oil & Gas Integrated names. SHEL ranks #3 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
528,734 | $87,642,909 | |
| 2 | TTE |
TotalEnergies SE
|
24,862 | $1,933,263 | |
| 3 | SHEL |
Shell plc
This page
|
14,501 | $1,124,402 | |
| 4 | NFG |
National Fuel Gas Co
|
12,706 | $981,011 | |
| 5 | BP |
Bp PLC
|
26,159 | $966,569 | |
| 6 | SU |
Suncor Energy Inc
|
4,975 | $267,053 | |
| 7 | IMO |
Imperial Oil Ltd
|
1,883 | $210,932 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,124,402 | 14,501 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,450,149 | 15,593 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,117,847 | 15,213 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $966,366 | 13,510 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $863,293 | 12,261 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $815,678 | 11,131 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $719,783 | 11,489 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $812,172 | 12,315 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $873,809 | 12,106 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $716,657 | 10,690 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,292,208 | 34,836 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,421,460 | 37,612 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,328,373 | 38,562 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,920,742 | 33,381 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,970,071 | 34,593 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,868,736 | 37,555 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,749,669 | 52,585 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||