Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$704,761
-$121,358 QoQ
Shares Held
9,089
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#682
of 1,527 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, 2026Larson Financial Group LLC holds $19,958,846 across 17 Oil & Gas Integrated names. SHEL ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
57,736 | $7,893,665 | |
| 2 | CVX |
Chevron Corp
|
33,204 | $5,503,895 | |
| 3 | BP |
Bp PLC
|
145,889 | $5,390,598 | |
| 4 | SHEL |
Shell plc
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|
9,089 | $704,761 | |
| 5 | TTE |
TotalEnergies SE
|
1,670 | $129,859 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
8,043 | $125,387 | |
| 7 | E |
Eni Spa
|
1,808 | $84,722 | |
| 8 | NFG |
National Fuel Gas Co
|
584 | $45,090 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,761 | 9,089 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $826,119 | 8,883 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $373,204 | 5,079 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $360,654 | 5,042 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $412,673 | 5,861 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $419,015 | 5,718 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $358,545 | 5,723 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $421,156 | 6,386 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,372 | 116 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,776 | 116 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $21,253 | 323 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $19,700 | 306 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $18,476 | 306 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $42,522 | 739 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $28,019 | 492 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $24,481 | 492 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $33,831 | 647 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $35,539 | 647 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||