Position in SHEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,806,449
+$76,583 QoQ
Shares Held
23,297
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#420
of 1,527 holders
Holding Since
Mar 2022
16 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, 2026Global Retirement Partners, LLC holds $38,166,971 across 15 Oil & Gas Integrated names. SHEL ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
123,085 | $16,828,181 | |
| 2 | CVX |
Chevron Corp
|
86,122 | $14,275,582 | |
| 3 | SHEL |
Shell plc
This page
|
23,297 | $1,806,449 | |
| 4 | BP |
Bp PLC
|
43,085 | $1,591,990 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
90,598 | $1,450,321 | |
| 6 | TTE |
TotalEnergies SE
|
16,452 | $1,279,307 | |
| 7 | E |
Eni Spa
|
6,013 | $281,769 | |
| 8 | SU |
Suncor Energy Inc
|
4,759 | $255,463 |
All Filings in SHEL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,806,449 | 23,297 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,729,866 | 23,542 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $779,891 | 10,903 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $680,090 | 9,659 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $446,381 | 7,125 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $495,152 | 7,508 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $717,757 | 9,944 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $330,909 | 4,936 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $232,405 | 3,532 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $280,053 | 4,350 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $258,366 | 4,279 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $246,271 | 4,280 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $192,661 | 3,383 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $193,466 | 3,888 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $205,133 | 3,923 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $211,645 | 3,853 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||