Position in SHEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$652,803
-$140,487 QoQ
Shares Held
8,419
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#713
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $9,358,012 across 14 Oil & Gas Integrated names. SHEL ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
39,462 | $6,541,215 | |
| 2 | SHEL |
Shell plc
This page
|
8,419 | $652,803 | |
| 3 | TTE |
TotalEnergies SE
|
6,767 | $526,197 | |
| 4 | BP |
Bp PLC
|
10,910 | $403,120 | |
| 5 | IMO |
Imperial Oil Ltd
|
2,516 | $281,839 | |
| 6 | E |
Eni Spa
|
5,098 | $238,888 | |
| 7 | NFG |
National Fuel Gas Co
|
2,612 | $201,667 | |
| 8 | SU |
Suncor Energy Inc
|
2,943 | $157,975 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,803 | 8,419 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $793,290 | 8,530 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $529,565 | 7,207 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $529,462 | 7,402 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $458,718 | 6,515 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $403,843 | 5,511 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $324,711 | 5,183 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $355,534 | 5,391 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $445,419 | 6,171 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $422,349 | 6,300 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $414,407 | 6,298 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $256,681 | 3,987 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $154,508 | 2,559 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $139,416 | 2,423 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $134,626 | 2,364 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $120,068 | 2,413 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $152,528 | 2,917 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $31,693 | 577 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||