Position in SHEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$28,069
-$5,597 QoQ
Shares Held
362
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,385
of 1,527 holders
Holding Since
Mar 2022
17 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, 2026CVA Family Office, LLC holds $4,438,155 across 8 Oil & Gas Integrated names. SHEL ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
17,587 | $2,404,494 | |
| 2 | CVX |
Chevron Corp
|
10,298 | $1,706,996 | |
| 3 | TTE |
TotalEnergies SE
|
3,716 | $288,956 | |
| 4 | SHEL |
Shell plc
This page
|
362 | $28,069 | |
| 5 | SU |
Suncor Energy Inc
|
67 | $3,596 | |
| 6 | NFG |
National Fuel Gas Co
|
30 | $2,316 | |
| 7 | BP |
Bp PLC
|
54 | $1,995 | |
| 8 | E |
Eni Spa
|
37 | $1,733 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,069 | 362 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $33,666 | 362 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $26,599 | 362 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $29,684 | 415 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $27,600 | 392 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $26,527 | 362 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $22,679 | 362 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $24,863 | 377 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $74,561 | 1,033 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $69,252 | 1,033 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $71,327 | 1,084 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $58,991 | 977 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $37,688 | 655 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $51,368 | 902 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $32,592 | 655 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $34,249 | 655 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $35,979 | 655 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||