Position in SHEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$466,868
-$233,887 QoQ
Shares Held
6,021
-20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#850
of 1,523 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, 2026Resonant Capital Advisors, LLC holds $15,500,520 across 8 Oil & Gas Integrated names. SHEL ranks #3 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
54,845 | $7,498,408 | |
| 2 | CVX |
Chevron Corp
|
38,327 | $6,353,083 | |
| 3 | SHEL |
Shell plc
This page
|
6,021 | $466,868 | |
| 4 | CVE |
Cenovus Energy Inc.
|
13,702 | $339,946 | |
| 5 | SU |
Suncor Energy Inc
|
4,055 | $217,672 | |
| 6 | BP |
Bp PLC
|
5,831 | $215,455 | |
| 7 | TTE |
TotalEnergies SE
|
2,660 | $206,841 | |
| 8 | E |
Eni Spa
|
4,316 | $202,247 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,868 | 6,021 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $700,755 | 7,535 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $381,214 | 5,188 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $373,529 | 5,222 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $492,377 | 6,993 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $518,236 | 7,072 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $290,696 | 4,640 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $320,978 | 4,867 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $353,032 | 4,891 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $324,339 | 4,838 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $269,714 | 4,099 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $281,469 | 4,372 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $242,667 | 4,019 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $231,253 | 4,019 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $228,882 | 4,019 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $199,985 | 4,019 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $210,153 | 4,019 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $214,666 | 3,908 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||