Position in SHEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,914,521
+$1,670,759 QoQ
Shares Held
63,597
+10.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Vident Advisory, LLC holds $128,700,059 across 15 Oil & Gas Integrated names. SHEL ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
271,298 | $46,028,416 | |
| 2 | SU |
Suncor Energy Inc
|
631,888 | $41,774,115 | |
| 3 | CVX |
Chevron Corp
|
74,499 | $15,413,841 | |
| 4 | SHEL |
Shell plc
This page
|
63,597 | $5,914,521 | |
| 5 | EQNR |
Equinor ASA
|
117,648 | $4,964,744 | |
| 6 | TTE |
TotalEnergies SE
|
38,092 | $3,465,608 | |
| 7 | BP |
Bp PLC
|
53,699 | $2,523,853 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
111,957 | $2,323,107 |
All Filings in SHEL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,914,521 | 63,597 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,243,762 | 57,754 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $4,397,449 | 61,477 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,002,103 | 56,840 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,279,185 | 58,395 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,969,296 | 47,395 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,317,087 | 50,297 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,880,415 | 39,906 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,275,436 | 19,025 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,742,318 | 26,479 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,537,201 | 23,877 | Shares | Defined | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||