Position in SHEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$83,277
-$16,233 QoQ
Shares Held
1,074
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,292
of 1,527 holders
Holding Since
Dec 2022
15 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, 2026Colonial Trust Co / SC holds $9,704,001 across 7 Oil & Gas Integrated names. SHEL ranks #3 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
35,533 | $5,889,950 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
26,338 | $3,600,931 | |
| 3 | SHEL |
Shell plc
This page
|
1,074 | $83,277 | |
| 4 | BP |
Bp PLC
|
1,771 | $65,438 | |
| 5 | SU |
Suncor Energy Inc
|
588 | $31,563 | |
| 6 | TTE |
TotalEnergies SE
|
333 | $25,894 | |
| 7 | NFG |
National Fuel Gas Co
|
90 | $6,948 |
All Filings in SHEL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,277 | 1,074 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $99,510 | 1,070 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $94,274 | 1,283 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $92,130 | 1,288 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $89,139 | 1,266 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $129,192 | 1,763 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $86,895 | 1,387 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $90,549 | 1,373 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $102,351 | 1,418 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $97,140 | 1,449 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $96,923 | 1,473 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $95,089 | 1,477 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $93,649 | 1,551 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $85,446 | 1,485 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $91,575 | 1,608 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||