Position in SHEL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,781,836
-$2,492,990 QoQ
Shares Held
100,359
-9.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#200
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Kestra Advisory Services, LLC holds $189,909,766 across 10 Oil & Gas Integrated names. SHEL ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
824,017 | $112,659,604 | |
| 2 | CVX |
Chevron Corp
|
343,941 | $57,011,660 | |
| 3 | SHEL |
Shell plc
This page
|
100,359 | $7,781,836 | |
| 4 | BP |
Bp PLC
|
144,249 | $5,330,000 | |
| 5 | SU |
Suncor Energy Inc
|
51,314 | $2,754,535 | |
| 6 | TTE |
TotalEnergies SE
|
20,146 | $1,566,552 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
60,755 | $981,800 | |
| 8 | IMO |
Imperial Oil Ltd
|
7,851 | $879,469 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,781,836 | 100,359 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,274,826 | 110,482 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,856,261 | 106,917 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,542,276 | 91,462 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,344,189 | 75,901 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,819,552 | 65,769 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,358,372 | 69,567 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,744,772 | 56,782 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,862,838 | 67,371 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,306,984 | 64,245 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,527,077 | 53,603 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,401,710 | 52,838 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,044,540 | 50,423 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,918,601 | 50,723 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,791,617 | 66,578 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,351,435 | 67,352 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,434,930 | 65,690 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,870,092 | 52,250 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||