Position in SHEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,790,664
-$697,673 QoQ
Shares Held
35,990
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#335
of 1,523 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Compound Planning, Inc. holds $27,661,048 across 12 Oil & Gas Integrated names. SHEL ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
81,382 | $11,126,546 | |
| 2 | CVX |
Chevron Corp
|
45,520 | $7,545,394 | |
| 3 | SHEL |
Shell plc
This page
|
35,990 | $2,790,664 | |
| 4 | BP |
Bp PLC
|
31,569 | $1,166,473 | |
| 5 | SU |
Suncor Energy Inc
|
17,962 | $964,200 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
58,132 | $939,412 | |
| 7 | TTE |
TotalEnergies SE
|
11,708 | $910,413 | |
| 8 | YPF |
Ypf Sociedad Anonima
|
14,507 | $659,633 |
All Filings in SHEL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,790,664 | 35,990 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $3,488,337 | 37,509 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,800,102 | 38,107 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $2,678,440 | 37,445 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,082,727 | 29,580 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,820,767 | 38,493 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,559,421 | 24,891 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,751,763 | 26,562 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,071,638 | 28,701 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,464,153 | 21,840 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,261,912 | 19,178 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $246,832 | 3,834 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||