Position in SHEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,732
-$168,850 QoQ
Shares Held
190
-90.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,433
of 1,523 holders
Holding Since
Dec 2024
7 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, 2026Whipplewood Advisors, LLC holds $69,003 across 8 Oil & Gas Integrated names. SHEL ranks #3 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
109 | $18,067 | |
| 2 | TTE |
TotalEnergies SE
|
196 | $15,240 | |
| 3 | SHEL |
Shell plc
This page
|
190 | $14,732 | |
| 4 | XOM |
ExxonMobil Holdings Corp
|
85 | $11,621 | |
| 5 | BP |
Bp PLC
|
147 | $5,431 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
114 | $1,842 | |
| 7 | EQNR |
Equinor ASA
|
34 | $1,067 | |
| 8 | NFG |
National Fuel Gas Co
|
13 | $1,003 |
All Filings in SHEL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,732 | 190 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $183,582 | 1,974 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $80,019 | 1,089 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $75,535 | 1,056 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $159,125 | 2,260 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $85,077 | 2,269 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $138,016 | 2,203 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||