Position in SHEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$198,269
-$42,880 QoQ
Shares Held
2,557
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,227
of 1,527 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $4,408,687 across 12 Oil & Gas Integrated names. SHEL ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
21,685 | $2,964,773 | |
| 2 | CVX |
Chevron Corp
|
5,233 | $867,422 | |
| 3 | SHEL |
Shell plc
This page
|
2,557 | $198,269 | |
| 4 | IMO |
Imperial Oil Ltd
|
873 | $97,793 | |
| 5 | SU |
Suncor Energy Inc
|
1,693 | $90,880 | |
| 6 | BP |
Bp PLC
|
1,661 | $61,373 | |
| 7 | TTE |
TotalEnergies SE
|
680 | $52,876 | |
| 8 | NFG |
National Fuel Gas Co
|
560 | $43,237 |
All Filings in SHEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,269 | 2,557 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $241,149 | 2,593 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $200,306 | 2,726 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||