Position in SHEL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$55,441
-$23,237 QoQ
Shares Held
715
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,323
of 1,523 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026LRI Investments, LLC holds $2,395,165 across 13 Oil & Gas Integrated names. SHEL ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
10,381 | $1,720,754 | |
| 2 | BP |
Bp PLC
|
9,348 | $345,408 | |
| 3 | TTE |
TotalEnergies SE
|
2,586 | $201,087 | |
| 4 | SHEL |
Shell plc
This page
|
715 | $55,441 | |
| 5 | TGS |
Gas Transporter Of The South Inc
|
1,024 | $30,443 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
1,071 | $17,307 | |
| 7 | NFG |
National Fuel Gas Co
|
121 | $9,342 | |
| 8 | CVE |
Cenovus Energy Inc.
|
290 | $7,194 |
All Filings in SHEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,441 | 715 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $78,678 | 846 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $62,164 | 846 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $48,354 | 676 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $46,048 | 654 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $47,925 | 654 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $40,785 | 651 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,933 | 651 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $45,689 | 633 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,072 | 16 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||