Position in SHEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,473,260
-$288,997 QoQ
Shares Held
19,000
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#465
of 1,523 holders
Holding Since
Sep 2025
4 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, 2026Summit Financial, LLC holds $48,971,982 across 8 Oil & Gas Integrated names. SHEL ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
180,124 | $24,626,553 | |
| 2 | CVX |
Chevron Corp
|
76,007 | $12,598,920 | |
| 3 | TTE |
TotalEnergies SE
|
46,893 | $3,646,399 | |
| 4 | SU |
Suncor Energy Inc
|
53,531 | $2,873,544 | |
| 5 | CVE |
Cenovus Energy Inc.
|
95,720 | $2,374,813 | |
| 6 | SHEL |
Shell plc
This page
|
19,000 | $1,473,260 | |
| 7 | IMO |
Imperial Oil Ltd
|
6,822 | $764,200 | |
| 8 | BP |
Bp PLC
|
16,625 | $614,293 |
All Filings in SHEL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,473,260 | 19,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,762,257 | 18,949 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,360,261 | 18,512 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,236,181 | 17,282 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||