Position in SHEL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,646,652
+$659,040 QoQ
Shares Held
49,964
-7.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
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, 2026NewEdge Wealth, LLC holds $123,273,687 across 9 Oil & Gas Integrated names. SHEL ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SU |
Suncor Energy Inc
|
1,082,177 | $71,542,721 | |
| 2 | CVX |
Chevron Corp
|
67,966 | $14,062,165 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
80,099 | $13,589,596 | |
| 4 | IMO |
Imperial Oil Ltd
|
87,203 | $11,407,896 | |
| 5 | SHEL |
Shell plc
This page
|
49,964 | $4,646,652 | |
| 6 | TTE |
TotalEnergies SE
|
47,592 | $4,329,920 | |
| 7 | BP |
Bp PLC
|
64,821 | $3,046,587 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
19,807 | $410,995 |
All Filings in SHEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||