Position in SHEL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$27,219,176
-$5,975,221 QoQ
Shares Held
351,034
-1.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#102
of 1,523 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 12%
Shared 6%
None 82%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Corient Private Wealth LLC holds $880,313,872 across 12 Oil & Gas Integrated names. SHEL ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
3,813,933 | $419,627,384 | |
| 2 | CVX |
Chevron Corp
|
2,450,647 | $393,860,875 | |
| 3 | SHEL |
Shell plc
This page
|
351,034 | $27,219,176 | |
| 4 | SU |
Suncor Energy Inc
|
292,446 | $15,698,501 | |
| 5 | TTE |
TotalEnergies SE
|
112,143 | $8,720,239 | |
| 6 | BP |
Bp PLC
|
151,428 | $5,595,264 | |
| 7 | EQNR |
Equinor ASA
|
65,109 | $2,044,422 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
132,514 | $2,027,703 |
All Filings in SHEL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,219,176 | 351,034 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $33,194,397 | 356,929 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $26,251,758 | 357,264 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $23,965,624 | 335,043 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $29,210,573 | 414,864 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $30,437,800 | 415,363 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $28,824,763 | 460,092 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $31,418,447 | 476,398 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $34,729,189 | 481,147 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $29,969,829 | 447,044 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $39,716,616 | 603,596 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $37,927,222 | 589,115 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $37,021,755 | 613,146 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $28,110,188 | 488,533 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $15,254,171 | 267,852 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||