Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,023
+$153,385 QoQ
Shares Held
2,657
+369.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,208
of 1,523 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026IFG Advisory, LLC holds $18,486,124 across 12 Oil & Gas Integrated names. SHEL ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
77,745 | $10,629,296 | |
| 2 | IMO |
Imperial Oil Ltd
|
30,411 | $3,406,640 | |
| 3 | CVX |
Chevron Corp
|
17,453 | $2,893,009 | |
| 4 | BP |
Bp PLC
|
33,438 | $1,235,534 | |
| 5 | SHEL |
Shell plc
This page
|
2,657 | $206,023 | |
| 6 | TTE |
TotalEnergies SE
|
607 | $47,200 | |
| 7 | SU |
Suncor Energy Inc
|
501 | $26,893 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
1,659 | $26,809 |
All Filings in SHEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,023 | 2,657 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $52,638 | 566 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $207,639 | 2,949 | Shares | Sole | 2025-08-04 | |
| 2024-06-30 | $216,612 | 3,001 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $207,335 | 3,151 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||