Position in SHEL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$3,357,404
-$1,354,348 QoQ
Shares Held
43,299
-14.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#308
of 1,523 holders
Holding Since
Jun 2022
17 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, 2026Beacon Pointe Advisors, LLC holds $198,888,642 across 9 Oil & Gas Integrated names. SHEL ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
586,022 | $97,139,006 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
603,864 | $82,560,286 | |
| 3 | NFG |
National Fuel Gas Co
|
130,869 | $10,104,395 | |
| 4 | SHEL |
Shell plc
This page
|
43,299 | $3,357,404 | |
| 5 | TTE |
TotalEnergies SE
|
37,330 | $2,902,780 | |
| 6 | BP |
Bp PLC
|
51,353 | $1,897,493 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
21,876 | $353,516 | |
| 8 | CVE |
Cenovus Energy Inc.
|
12,704 | $315,186 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,357,404 | 43,299 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $4,711,752 | 50,664 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,331,153 | 31,725 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,807,992 | 25,276 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,495,682 | 35,445 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,568,170 | 35,046 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,124,085 | 33,904 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,417,463 | 36,656 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,708,554 | 37,525 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,541,620 | 37,912 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,480,331 | 37,695 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,916,671 | 45,304 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,200,173 | 19,877 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,566,181 | 27,219 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,126,300 | 19,777 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $826,662 | 16,613 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,027,132 | 19,643 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||