Position in SHEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,164,263
+$322,427 QoQ
Shares Held
15,015
+65.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#532
of 1,523 holders
Holding Since
Jun 2022
9 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, 2026Focus Partners Advisor Solutions, LLC holds $20,465,105 across 8 Oil & Gas Integrated names. SHEL ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
73,684 | $12,213,859 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
27,237 | $3,723,842 | |
| 3 | BP |
Bp PLC
|
51,047 | $1,886,186 | |
| 4 | SHEL |
Shell plc
This page
|
15,015 | $1,164,263 | |
| 5 | NFG |
National Fuel Gas Co
|
7,866 | $607,333 | |
| 6 | SU |
Suncor Energy Inc
|
7,664 | $411,403 | |
| 7 | TTE |
TotalEnergies SE
|
3,322 | $258,318 | |
| 8 | EC |
Ecopetrol S.A.
|
14,038 | $199,901 |
All Filings in SHEL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,164,263 | 15,015 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $841,836 | 9,052 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $501,941 | 6,831 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $385,618 | 5,391 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $569,616 | 8,090 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,057,723 | 14,434 | Shares | Other | 2025-05-15 | |
| 2024-09-30 | $239,662 | 3,634 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $214,230 | 2,968 | Shares | Other | 2024-08-14 | |
| 2022-06-30 | $208,375 | 3,985 | Shares | Other | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||