Position in SHEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$382,194
-$387,474 QoQ
Shares Held
4,929
-40.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#925
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Geneos Wealth Management Inc. holds $32,261,680 across 10 Oil & Gas Integrated names. SHEL ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
127,125 | $17,380,530 | |
| 2 | CVX |
Chevron Corp
|
82,794 | $13,723,933 | |
| 3 | BP |
Bp PLC
|
11,765 | $434,716 | |
| 4 | SHEL |
Shell plc
This page
|
4,929 | $382,194 | |
| 5 | NFG |
National Fuel Gas Co
|
2,439 | $188,315 | |
| 6 | CVE |
Cenovus Energy Inc.
|
3,624 | $89,911 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
2,000 | $32,320 | |
| 8 | SU |
Suncor Energy Inc
|
289 | $15,513 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,194 | 4,929 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $769,668 | 8,276 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $603,270 | 8,210 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $573,527 | 8,018 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $848,440 | 12,050 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $746,723 | 10,190 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $292,387 | 4,667 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $349,469 | 5,299 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $279,769 | 3,876 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $226,461 | 3,378 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $222,272 | 3,378 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $399,928 | 6,212 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $384,016 | 6,360 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $195,175 | 3,392 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $389,139 | 6,833 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $320,106 | 6,433 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,050,140 | 20,083 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,119,748 | 20,385 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||