Position in SHEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,059,374
+$720,860 QoQ
Shares Held
52,352
+45.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#286
of 1,523 holders
Holding Since
Mar 2022
18 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, 2026Steward Partners Investment Advisory, LLC holds $143,797,975 across 17 Oil & Gas Integrated names. SHEL ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
550,566 | $75,273,383 | |
| 2 | CVX |
Chevron Corp
|
323,860 | $53,683,033 | |
| 3 | SHEL |
Shell plc
This page
|
52,352 | $4,059,374 | |
| 4 | BP |
Bp PLC
|
84,620 | $3,126,709 | |
| 5 | TTE |
TotalEnergies SE
|
26,369 | $2,050,453 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
117,913 | $1,901,590 | |
| 7 | SU |
Suncor Energy Inc
|
27,985 | $1,502,234 | |
| 8 | NFG |
National Fuel Gas Co
|
11,428 | $882,355 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,059,374 | 52,352 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,338,514 | 35,898 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,420,872 | 32,946 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,369,073 | 33,120 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,544,335 | 36,136 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,744,409 | 37,451 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,629,733 | 41,975 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,761,260 | 41,869 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,782,827 | 38,554 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,572,861 | 38,378 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,588,374 | 39,337 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,798,147 | 43,463 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,418,158 | 40,049 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,281,748 | 39,655 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,393,707 | 59,591 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,510,043 | 50,443 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,526,501 | 29,193 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,809,888 | 32,949 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||