Position in SHEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,206,855
+$490,947 QoQ
Shares Held
54,254
+35.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#277
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, 2026Integrated Wealth Concepts LLC holds $69,205,144 across 15 Oil & Gas Integrated names. SHEL ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
171,057 | $28,354,408 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
172,903 | $23,639,298 | |
| 3 | SHEL |
Shell plc
This page
|
54,254 | $4,206,855 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
138,305 | $2,234,196 | |
| 5 | TTE |
TotalEnergies SE
|
28,331 | $2,203,018 | |
| 6 | BP |
Bp PLC
|
42,814 | $1,581,977 | |
| 7 | SU |
Suncor Energy Inc
|
27,736 | $1,488,868 | |
| 8 | CVE |
Cenovus Energy Inc.
|
54,800 | $1,359,588 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,206,855 | 54,254 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,715,908 | 39,956 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,385,307 | 32,462 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,850,756 | 39,854 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,748,876 | 39,041 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,651,490 | 36,183 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,321,996 | 37,063 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,694,321 | 40,854 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,000,017 | 41,563 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,682,337 | 40,011 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,588,177 | 39,334 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,585,372 | 40,158 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,554,979 | 42,315 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,225,647 | 38,680 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $4,275,008 | 75,066 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $3,790,418 | 76,174 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,894,245 | 74,474 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $903,598 | 16,450 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||