Position in SHEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,650,128
-$229,402 QoQ
Shares Held
21,281
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#441
of 1,523 holders
Holding Since
Jun 2024
9 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, 2026Frank, Rimerman Advisors LLC holds $11,706,574 across 7 Oil & Gas Integrated names. SHEL ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
34,294 | $5,684,573 | |
| 2 | SHEL |
Shell plc
This page
|
21,281 | $1,650,128 | |
| 3 | SU |
Suncor Energy Inc
|
19,909 | $1,068,715 | |
| 4 | TTE |
TotalEnergies SE
|
12,594 | $979,309 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
55,216 | $892,290 | |
| 6 | BP |
Bp PLC
|
22,617 | $835,698 | |
| 7 | CVE |
Cenovus Energy Inc.
|
24,017 | $595,861 |
All Filings in SHEL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,650,128 | 21,281 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,879,530 | 20,210 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,461,958 | 19,896 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,414,720 | 19,778 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,157,047 | 16,433 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $316,716 | 4,322 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $328,661 | 5,246 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,504,649 | 37,978 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,256,617 | 45,118 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||