Position in SHEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,671,607
-$1,441,568 QoQ
Shares Held
21,558
-35.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#436
of 1,523 holders
Holding Since
Sep 2022
11 quarters on record
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Summit Global Investments holds $12,750,966 across 8 Oil & Gas Integrated names. SHEL ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
28,648 | $3,916,754 | |
| 2 | CVX |
Chevron Corp
|
18,804 | $3,116,951 | |
| 3 | SHEL |
Shell plc
This page
|
21,558 | $1,671,607 | |
| 4 | E |
Eni Spa
|
26,239 | $1,229,559 | |
| 5 | TTE |
TotalEnergies SE
|
14,817 | $1,152,169 | |
| 6 | NFG |
National Fuel Gas Co
|
14,254 | $1,100,551 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
19,309 | $282,683 | |
| 8 | SU |
Suncor Energy Inc
|
5,229 | $280,692 |
All Filings in SHEL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,671,607 | 21,558 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,113,175 | 33,475 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $446,537 | 6,077 | Shares | Sole | 2026-02-18 | |
| 2024-06-30 | $1,297,724 | 17,979 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $249,120 | 3,716 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $950,217 | 14,441 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $929,647 | 14,440 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $897,005 | 14,856 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $856,713 | 14,889 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $837,278 | 14,702 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $485,359 | 9,754 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||