Position in SHEL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$584,341
+$146,962 QoQ
Shares Held
7,536
+60.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#756
of 1,527 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 65%
Shared 35%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Belpointe Asset Management LLC holds $17,906,239 across 8 Oil & Gas Integrated names. SHEL ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
69,014 | $9,435,594 | |
| 2 | CVX |
Chevron Corp
|
36,608 | $6,068,142 | |
| 3 | SU |
Suncor Energy Inc
|
12,500 | $671,000 | |
| 4 | SHEL |
Shell plc
This page
|
7,536 | $584,341 | |
| 5 | IMO |
Imperial Oil Ltd
|
4,441 | $497,480 | |
| 6 | EQNR |
Equinor ASA
|
7,260 | $227,964 | |
| 7 | BP |
Bp PLC
|
5,788 | $213,866 | |
| 8 | TTE |
TotalEnergies SE
|
2,673 | $207,852 |
All Filings in SHEL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,341 | 7,536 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $437,379 | 4,703 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $230,286 | 3,134 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $232,544 | 3,251 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $228,902 | 3,251 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $253,622 | 3,461 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $185,506 | 2,961 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $206,027 | 3,124 | Shares | Sole | 2024-11-13 | |
| 2023-03-31 | $446,165 | 7,754 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $402,522 | 7,068 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $192,670 | 3,872 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $204,349 | 3,908 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $163,361 | 2,974 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||