Position in SHEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$301,863
-$60,465 QoQ
Shares Held
3,893
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,030
of 1,527 holders
Holding Since
Mar 2023
14 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, 2026Cape Investment Advisory, Inc. holds $4,962,281 across 9 Oil & Gas Integrated names. SHEL ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
18,937 | $3,138,997 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
8,554 | $1,169,502 | |
| 3 | SHEL |
Shell plc
This page
|
3,893 | $301,863 | |
| 4 | BP |
Bp PLC
|
7,678 | $283,701 | |
| 5 | SU |
Suncor Energy Inc
|
389 | $20,881 | |
| 6 | CVE |
Cenovus Energy Inc.
|
743 | $18,433 | |
| 7 | E |
Eni Spa
|
300 | $14,058 | |
| 8 | TTE |
TotalEnergies SE
|
97 | $7,542 |
All Filings in SHEL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,863 | 3,893 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $362,328 | 3,896 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,096 | 709 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $15,020 | 210 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $10,561 | 150 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $11,724 | 160 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $20,048 | 320 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,595 | 100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,218 | 100 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,704 | 100 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $24,214 | 368 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,438 | 100 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $6,038 | 100 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $5,754 | 100 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||