Position in SHEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,545,206
-$34,178 QoQ
Shares Held
45,721
+18.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#303
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $74,558,082 across 9 Oil & Gas Integrated names. SHEL ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
392,100 | $53,607,912 | |
| 2 | CVX |
Chevron Corp
|
66,204 | $10,973,975 | |
| 3 | SHEL |
Shell plc
This page
|
45,721 | $3,545,206 | |
| 4 | TTE |
TotalEnergies SE
|
27,332 | $2,125,336 | |
| 5 | BP |
Bp PLC
|
41,733 | $1,542,034 | |
| 6 | E |
Eni Spa
|
18,259 | $855,616 | |
| 7 | EQNR |
Equinor ASA
|
24,938 | $783,053 | |
| 8 | CVE |
Cenovus Energy Inc.
|
29,834 | $740,181 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,545,206 | 45,721 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,579,384 | 38,488 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $993,155 | 13,516 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $429,537 | 6,005 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $868,507 | 12,335 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $808,131 | 11,028 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $709,385 | 11,323 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $781,573 | 11,851 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $2,346,716 | 32,512 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $857,508 | 12,791 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,825,884 | 27,749 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,828,456 | 28,401 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $967,710 | 16,027 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $596,862 | 10,373 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $830,786 | 14,588 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $934,094 | 18,772 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $540,207 | 10,331 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $304,147 | 5,537 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||