Position in SHEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,962
-$1,827 QoQ
Shares Held
64
-12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,482
of 1,523 holders
Holding Since
Jun 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 Jun 30, 2026Bell Investment Advisors, Inc holds $2,510,586 across 8 Oil & Gas Integrated names. SHEL ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
7,968 | $1,320,775 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
8,178 | $1,118,096 | |
| 3 | TTE |
TotalEnergies SE
|
365 | $28,382 | |
| 4 | SU |
Suncor Energy Inc
|
206 | $11,058 | |
| 5 | EQNR |
Equinor ASA
|
350 | $10,990 | |
| 6 | BP |
Bp PLC
|
272 | $10,050 | |
| 7 | IMO |
Imperial Oil Ltd
|
56 | $6,273 | |
| 8 | SHEL |
Shell plc
This page
|
64 | $4,962 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,962 | 64 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,789 | 73 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,702 | 64 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $5,078 | 71 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $6,477 | 92 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,689 | 64 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,255 | 36 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,550 | 69 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,980 | 69 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,089 | 61 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,013 | 61 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,927 | 61 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,683 | 61 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,509 | 61 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,594 | 28 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $497 | 10 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $470 | 9 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||