Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,387,755
-$833,358 QoQ
Shares Held
56,587
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#270
of 1,530 holders
Holding Since
Dec 2022
12 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, 2026Recurrent Investment Advisors LLC holds $200,435,823 across 7 Oil & Gas Integrated names. SHEL ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVE |
Cenovus Energy Inc.
|
4,739,325 | $117,582,653 | |
| 2 | SU |
Suncor Energy Inc
|
1,145,921 | $61,513,039 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
58,314 | $7,972,690 | |
| 4 | CVX |
Chevron Corp
|
43,165 | $7,155,030 | |
| 5 | SHEL |
Shell plc
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|
56,587 | $4,387,755 | |
| 6 | TTE |
TotalEnergies SE
|
15,824 | $1,230,474 | |
| 7 | BP |
Bp PLC
|
126,792 | $594,182 |
All Filings in SHEL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,387,755 | 56,587 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,221,113 | 56,141 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,941,540 | 53,641 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,799,673 | 53,120 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,702,932 | 52,591 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,817,008 | 52,088 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $1,290,380 | 129,346 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,169,754 | 153,277 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,167,577 | 77,082 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $5,456,913 | 84,761 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,882,400 | 97,423 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $9,393 | 94,575 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||