Position in SHEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,327,087
-$1,892,276 QoQ
Shares Held
133,184
+1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#172
of 1,527 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Callan Family Office, LLC holds $55,126,784 across 12 Oil & Gas Integrated names. SHEL ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
90,394 | $14,983,709 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
100,839 | $13,786,708 | |
| 3 | SHEL |
Shell plc
This page
|
133,184 | $10,327,087 | |
| 4 | TTE |
TotalEnergies SE
|
72,341 | $5,625,236 | |
| 5 | E |
Eni Spa
|
66,783 | $3,129,451 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
142,404 | $2,165,935 | |
| 7 | BP |
Bp PLC
|
54,593 | $2,017,211 | |
| 8 | IMO |
Imperial Oil Ltd
|
10,451 | $1,170,721 |
All Filings in SHEL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,327,087 | 133,184 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,219,363 | 131,391 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,600,749 | 130,658 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,745,207 | 94,299 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,956,719 | 98,803 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,124,366 | 42,636 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,988,968 | 47,709 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||