Position in SHEL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$297,133
-$31,994 QoQ
Shares Held
3,832
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,041
of 1,523 holders
Holding Since
Mar 2025
6 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, 2026Purkiss Capital Advisors LLC holds $5,514,634 across 7 Oil & Gas Integrated names. SHEL ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
14,224 | $2,357,770 | |
| 2 | E |
Eni Spa
|
19,217 | $900,508 | |
| 3 | BP |
Bp PLC
|
21,805 | $805,694 | |
| 4 | XOM |
ExxonMobil Holdings Corp
|
5,236 | $715,865 | |
| 5 | SHEL |
Shell plc
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|
3,832 | $297,133 | |
| 6 | TTE |
TotalEnergies SE
|
3,674 | $285,690 | |
| 7 | DEC |
Diversified Energy Co
|
10,965 | $151,974 |
All Filings in SHEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,133 | 3,832 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $329,127 | 3,539 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $254,020 | 3,457 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $247,207 | 3,456 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $234,817 | 3,335 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $205,184 | 2,800 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||