Position in SHEL
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$30,022,167
+$6,319,283 QoQ
Shares Held
322,819
+0.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
3.41%
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, 2026TruWealth Advisors, LLC holds $38,992,319 across 3 Oil & Gas Integrated names. SHEL ranks #1 (77.0% of the industry book) .
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,022,167 | 322,819 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $23,702,884 | 322,576 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $23,267,063 | 325,277 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $23,414,423 | 332,544 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $23,751,147 | 324,115 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $20,211,140 | 322,604 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $27,753,408 | 420,825 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $30,784,697 | 426,499 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $28,349,674 | 422,877 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $27,356,021 | 415,745 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $28,964,755 | 449,903 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $28,017,587 | 464,021 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $26,847,991 | 466,597 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $26,216,932 | 460,350 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $22,596,414 | 454,108 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $23,430,835 | 448,094 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $26,637,918 | 484,943 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||