Position in SHEL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$803,148
+$200,615 QoQ
Shares Held
8,636
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 88%
None 12%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $16,295,622 across 8 Oil & Gas Integrated names. SHEL ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
44,618 | $7,569,886 | |
| 2 | CVX |
Chevron Corp
|
29,645 | $6,133,547 | |
| 3 | SHEL |
Shell plc
This page
|
8,636 | $803,148 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
37,402 | $776,090 | |
| 5 | NFG |
National Fuel Gas Co
|
3,287 | $308,846 | |
| 6 | BP |
Bp PLC
|
5,657 | $265,879 | |
| 7 | TTE |
TotalEnergies SE
|
2,922 | $265,841 | |
| 8 | EC |
Ecopetrol S.A.
|
11,500 | $172,385 |
All Filings in SHEL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $803,148 | 8,636 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $602,533 | 8,200 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $598,417 | 8,366 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $584,682 | 8,304 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $242,996 | 3,316 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $232,744 | 3,715 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $311,283 | 4,720 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $298,103 | 4,130 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||