Position in SHEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,437,536
-$1,783,420 QoQ
Shares Held
57,229
-14.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#265
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026IEQ CAPITAL, LLC holds $111,223,088 across 13 Oil & Gas Integrated names. SHEL ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
347,803 | $47,551,625 | |
| 2 | CVX |
Chevron Corp
|
265,948 | $44,083,540 | |
| 3 | SHEL |
Shell plc
This page
|
57,229 | $4,437,536 | |
| 4 | TTE |
TotalEnergies SE
|
37,977 | $2,953,091 | |
| 5 | BP |
Bp PLC
|
50,950 | $1,882,602 | |
| 6 | NFG |
National Fuel Gas Co
|
22,241 | $1,717,226 | |
| 7 | CVE |
Cenovus Energy Inc.
|
64,144 | $1,591,412 | |
| 8 | EQNR |
Equinor ASA
|
48,624 | $1,526,793 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,437,536 | 57,229 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $6,220,956 | 66,892 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,003,976 | 81,709 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,036,723 | 56,434 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,603,339 | 36,974 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,253,799 | 30,756 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,367,919 | 37,796 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,207,213 | 33,468 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,406,697 | 33,343 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,351,391 | 20,158 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $1,329,357 | 20,203 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $1,259,530 | 19,564 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $1,095,715 | 18,147 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $951,307 | 16,533 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $931,416 | 16,355 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $986,690 | 19,829 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $771,381 | 14,752 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $638,890 | 11,631 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||