Position in SHEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,038,515
-$608,137 QoQ
Shares Held
52,083
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#285
of 1,530 holders
Holding Since
Mar 2022
18 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, 2026NewEdge Wealth, LLC holds $101,353,244 across 10 Oil & Gas Integrated names. SHEL ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SU |
Suncor Energy Inc
|
1,148,025 | $61,625,982 | |
| 2 | CVX |
Chevron Corp
|
69,556 | $11,529,602 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
77,751 | $10,630,116 | |
| 4 | IMO |
Imperial Oil Ltd
|
60,695 | $6,799,053 | |
| 5 | TTE |
TotalEnergies SE
|
53,133 | $4,131,622 | |
| 6 | SHEL |
Shell plc
This page
|
52,083 | $4,038,515 | |
| 7 | BP |
Bp PLC
|
41,111 | $1,519,051 | |
| 8 | CVE |
Cenovus Energy Inc.
|
22,515 | $558,597 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,038,515 | 52,083 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,646,652 | 49,964 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,987,612 | 54,268 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,417,917 | 47,783 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,486,881 | 35,320 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,732,757 | 37,292 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,154,721 | 34,393 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,327,969 | 35,299 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,261,399 | 31,330 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,121,413 | 31,644 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,809,434 | 27,499 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,724,289 | 26,783 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,701,327 | 28,177 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,675,162 | 29,113 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,645,741 | 28,898 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,584,358 | 31,840 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,423,072 | 27,215 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $489,206 | 8,906 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||