Position in SHEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$854,103
+$475,167 QoQ
Shares Held
11,015
+113.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#616
of 1,523 holders
Holding Since
Mar 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, 2026Diversify Advisory Services, LLC holds $38,762,182 across 10 Oil & Gas Integrated names. SHEL ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
88,098 | $14,603,124 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
106,449 | $14,553,707 | |
| 3 | EQNR |
Equinor ASA
|
60,942 | $1,913,578 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
108,984 | $1,761,181 | |
| 5 | E |
Eni Spa
|
37,066 | $1,736,912 | |
| 6 | TTE |
TotalEnergies SE
|
22,242 | $1,729,537 | |
| 7 | SU |
Suncor Energy Inc
|
16,651 | $893,825 | |
| 8 | SHEL |
Shell plc
This page
|
11,015 | $854,103 |
All Filings in SHEL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,103 | 11,015 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $378,936 | 5,157 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $371,097 | 5,188 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $358,316 | 5,089 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $308,362 | 4,208 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $241,891 | 3,861 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $281,342 | 4,266 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $329,718 | 4,568 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $412,698 | 6,156 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||