Position in SHEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$963,589
-$330,320 QoQ
Shares Held
12,427
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#583
of 1,527 holders
Holding Since
Mar 2024
10 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, 2026Aprio Wealth Management, LLC holds $12,027,256 across 8 Oil & Gas Integrated names. SHEL ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
35,967 | $4,917,408 | |
| 2 | CVX |
Chevron Corp
|
26,442 | $4,383,025 | |
| 3 | SHEL |
Shell plc
This page
|
12,427 | $963,589 | |
| 4 | IMO |
Imperial Oil Ltd
|
4,689 | $525,261 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
25,414 | $410,690 | |
| 6 | BP |
Bp PLC
|
8,281 | $305,982 | |
| 7 | TTE |
TotalEnergies SE
|
3,398 | $264,228 | |
| 8 | SU |
Suncor Energy Inc
|
4,789 | $257,073 |
All Filings in SHEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,589 | 12,427 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,293,909 | 13,913 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $641,553 | 8,731 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $424,602 | 5,936 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $307,198 | 4,363 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $699,237 | 9,542 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $361,741 | 5,774 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $261,491 | 3,965 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $250,897 | 3,476 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $206,013 | 3,073 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||