Position in SHEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$72,344
-$18,052 QoQ
Shares Held
933
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,301
of 1,523 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $1,150,912 across 14 Oil & Gas Integrated names. SHEL ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
3,669 | $501,625 | |
| 2 | CVX |
Chevron Corp
|
2,872 | $476,062 | |
| 3 | SHEL |
Shell plc
This page
|
933 | $72,344 | |
| 4 | BP |
Bp PLC
|
1,254 | $46,335 | |
| 5 | TTE |
TotalEnergies SE
|
289 | $22,472 | |
| 6 | SU |
Suncor Energy Inc
|
339 | $18,197 | |
| 7 | E |
Eni Spa
|
100 | $4,686 | |
| 8 | IMO |
Imperial Oil Ltd
|
29 | $3,248 |
All Filings in SHEL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,344 | 933 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $90,396 | 972 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $71,716 | 976 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $68,096 | 952 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $65,622 | 932 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $64,120 | 875 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $76,495 | 1,221 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||