Position in SHEL
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$7,427,724
+$1,771,161 QoQ
Shares Held
79,868
+3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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 Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $70,931,794 across 11 Oil & Gas Integrated names. SHEL ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
103,517 | $17,562,694 | |
| 2 | EQNR |
Equinor ASA
|
201,891 | $8,519,800 | |
| 3 | CVX |
Chevron Corp
|
37,091 | $7,674,127 | |
| 4 | SHEL |
Shell plc
This page
|
79,868 | $7,427,724 | |
| 5 | IMO |
Imperial Oil Ltd
|
54,799 | $7,168,805 | |
| 6 | SU |
Suncor Energy Inc
|
87,753 | $5,801,350 | |
| 7 | BP |
Bp PLC
|
109,418 | $5,142,646 | |
| 8 | TTE |
TotalEnergies SE
|
47,916 | $4,359,397 |
All Filings in SHEL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,427,724 | 79,868 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,656,563 | 76,981 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,538,138 | 77,424 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,396,292 | 76,641 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,695,761 | 77,726 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,957,306 | 79,127 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,554,572 | 84,224 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $5,387,443 | 74,639 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,693,202 | 70,006 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,193,668 | 48,536 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,940,620 | 45,676 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,368,707 | 39,230 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,201,825 | 38,266 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,138,472 | 37,550 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,646,458 | 33,088 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,591,236 | 30,431 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||