Position in SHEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$452,678
-$80,956 QoQ
Shares Held
5,838
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#862
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, 2026Pinnacle Wealth Planning Services, Inc. holds $5,697,647 across 12 Oil & Gas Integrated names. SHEL ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
23,471 | $3,208,955 | |
| 2 | CVX |
Chevron Corp
|
5,692 | $943,505 | |
| 3 | SHEL |
Shell plc
This page
|
5,838 | $452,678 | |
| 4 | BP |
Bp PLC
|
9,271 | $342,563 | |
| 5 | TTE |
TotalEnergies SE
|
2,994 | $232,813 | |
| 6 | SU |
Suncor Energy Inc
|
3,952 | $212,143 | |
| 7 | EQNR |
Equinor ASA
|
3,252 | $102,112 | |
| 8 | E |
Eni Spa
|
1,638 | $76,756 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,678 | 5,838 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $533,634 | 5,738 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $422,656 | 5,752 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $416,876 | 5,828 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $422,178 | 5,996 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $524,684 | 7,160 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $432,347 | 6,901 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $775,901 | 11,765 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,055,921 | 14,629 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $908,056 | 13,545 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $891,195 | 13,544 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $876,662 | 13,617 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $560,386 | 9,281 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $561,820 | 9,764 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $555,604 | 9,756 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $530,241 | 10,656 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $621,466 | 11,885 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $910,135 | 16,569 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||