Position in SHEL
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$5,184,936
+$890,030 QoQ
Shares Held
55,752
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $119,506,482 across 8 Oil & Gas Integrated names. SHEL ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
295,742 | $50,175,587 | |
| 2 | CVX |
Chevron Corp
|
208,655 | $43,170,719 | |
| 3 | CVE |
Cenovus Energy Inc.
|
685,981 | $18,199,075 | |
| 4 | SHEL |
Shell plc
This page
|
55,752 | $5,184,936 | |
| 5 | BP |
Bp PLC
|
18,222 | $856,434 | |
| 6 | E |
Eni Spa
|
14,890 | $842,922 | |
| 7 | TTE |
TotalEnergies SE
|
8,387 | $763,049 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
15,121 | $313,760 |
All Filings in SHEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,184,936 | 55,752 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,294,906 | 58,450 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,309,897 | 60,253 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,165,737 | 59,164 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,353,763 | 73,059 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,956,116 | 79,108 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,622,435 | 85,253 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,561,089 | 90,899 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $6,618,524 | 98,725 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,806,088 | 103,436 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,929,541 | 107,635 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $6,832,117 | 113,152 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,553,288 | 113,891 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,463,684 | 78,379 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,944,226 | 79,265 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,382,268 | 83,807 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,679,266 | 85,186 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||