Position in SHEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,785,546
-$928,316 QoQ
Shares Held
35,924
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#337
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, 2026Arkadios Wealth Advisors holds $61,910,109 across 8 Oil & Gas Integrated names. SHEL ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
207,934 | $28,428,736 | |
| 2 | CVX |
Chevron Corp
|
150,387 | $24,928,148 | |
| 3 | SHEL |
Shell plc
This page
|
35,924 | $2,785,546 | |
| 4 | BP |
Bp PLC
|
64,655 | $2,389,001 | |
| 5 | TTE |
TotalEnergies SE
|
20,226 | $1,572,773 | |
| 6 | SU |
Suncor Energy Inc
|
18,670 | $1,002,204 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
25,572 | $413,243 | |
| 8 | CVE |
Cenovus Energy Inc.
|
15,738 | $390,458 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,785,546 | 35,924 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,713,862 | 39,934 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,130,100 | 42,598 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,736,094 | 38,251 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,574,541 | 36,565 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,711,653 | 37,004 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,001,648 | 15,988 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $821,868 | 12,462 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,113,953 | 15,433 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,183,121 | 17,648 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $921,989 | 14,012 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $872,284 | 13,549 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $652,285 | 10,803 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $624,999 | 10,862 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $658,740 | 11,567 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $434,255 | 8,727 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $376,174 | 7,194 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $368,635 | 6,711 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||