Position in SHEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,979,828
-$445,798 QoQ
Shares Held
25,533
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#397
of 1,523 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Blue Trust, Inc. holds $24,903,869 across 14 Oil & Gas Integrated names. SHEL ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
94,908 | $12,975,821 | |
| 2 | CVX |
Chevron Corp
|
33,959 | $5,629,043 | |
| 3 | SHEL |
Shell plc
This page
|
25,533 | $1,979,828 | |
| 4 | IMO |
Imperial Oil Ltd
|
11,488 | $1,286,885 | |
| 5 | TTE |
TotalEnergies SE
|
8,572 | $666,558 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
37,735 | $609,797 | |
| 7 | BP |
Bp PLC
|
13,798 | $509,835 | |
| 8 | E |
Eni Spa
|
10,662 | $499,621 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,979,828 | 25,533 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,425,626 | 26,082 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,678,135 | 22,838 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $1,614,932 | 22,577 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,526,558 | 21,681 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $1,575,811 | 21,504 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $1,218,415 | 19,448 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,045,437 | 31,015 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $1,413,788 | 19,587 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $634,599 | 9,466 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $581,276 | 8,834 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $607,103 | 9,430 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $399,715 | 6,620 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $783,349 | 13,614 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $514 | 10,322 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $436,294 | 8,768 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $184,635 | 3,531 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||