Position in SHEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$280,074
-$56,493 QoQ
Shares Held
3,612
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,073
of 1,523 holders
Holding Since
Jun 2024
8 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, 2026Cassaday & Co Wealth Management LLC holds $11,529,213 across 9 Oil & Gas Integrated names. SHEL ranks #3 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
60,042 | $8,208,942 | |
| 2 | CVX |
Chevron Corp
|
16,737 | $2,774,325 | |
| 3 | SHEL |
Shell plc
This page
|
3,612 | $280,074 | |
| 4 | BP |
Bp PLC
|
2,445 | $90,342 | |
| 5 | E |
Eni Spa
|
1,500 | $70,290 | |
| 6 | SU |
Suncor Energy Inc
|
804 | $43,158 | |
| 7 | TTE |
TotalEnergies SE
|
400 | $31,104 | |
| 8 | NFG |
National Fuel Gas Co
|
400 | $30,884 |
All Filings in SHEL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,074 | 3,612 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $336,567 | 3,619 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $292,523 | 3,981 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $268,952 | 3,760 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $256,714 | 3,646 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $277,071 | 3,781 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $223,034 | 3,560 | Shares | Sole | 2025-02-03 | |
| 2024-06-30 | $222,170 | 3,078 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||