Position in SHEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$725,929
-$60,107 QoQ
Shares Held
9,362
+10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#670
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $89,167,052 across 7 Oil & Gas Integrated names. SHEL ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
444,133 | $73,619,486 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
105,675 | $14,447,886 | |
| 3 | SHEL |
Shell plc
This page
|
9,362 | $725,929 | |
| 4 | TTE |
TotalEnergies SE
|
1,978 | $153,809 | |
| 5 | SU |
Suncor Energy Inc
|
2,000 | $107,360 | |
| 6 | BP |
Bp PLC
|
1,704 | $62,962 | |
| 7 | CVE |
Cenovus Energy Inc.
|
2,000 | $49,620 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,929 | 9,362 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $786,036 | 8,452 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $621,052 | 8,452 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $509,222 | 7,119 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $502,164 | 7,132 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $521,680 | 7,119 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $450,704 | 7,194 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $510,255 | 7,737 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $541,566 | 7,503 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $532,230 | 7,939 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $509,621 | 7,745 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $526,048 | 8,171 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $537,321 | 8,899 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $305,882 | 5,316 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $302,746 | 5,316 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $272,883 | 5,484 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $281,477 | 5,383 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $292,227 | 5,320 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||