Position in SHEL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,289,523
-$460,580 QoQ
Shares Held
29,527
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
#370
of 1,523 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026American Capital Advisory, LLC holds $2,873,848 across 8 Oil & Gas Integrated names. SHEL ranks #1 (79.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHEL |
Shell plc
This page
|
29,527 | $2,289,523 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
4,030 | $550,981 | |
| 3 | CVX |
Chevron Corp
|
120 | $19,891 | |
| 4 | TTE |
TotalEnergies SE
|
94 | $7,309 | |
| 5 | BP |
Bp PLC
|
102 | $3,768 | |
| 6 | E |
Eni Spa
|
26 | $1,218 | |
| 7 | EQNR |
Equinor ASA
|
32 | $1,004 | |
| 8 | NFG |
National Fuel Gas Co
|
2 | $154 |
All Filings in SHEL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,289,523 | 29,527 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,750,103 | 29,571 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,414,122 | 19,245 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,367,009 | 19,111 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,343,915 | 19,087 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,401,992 | 19,132 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,198,369 | 19,128 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,292,290 | 19,595 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,557,355 | 21,576 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,808,336 | 26,974 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,419,700 | 21,576 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||