Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,910
+$2,100 QoQ
Shares Held
231
+35.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,413
of 1,523 holders
Holding Since
Dec 2024
4 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, 2026Synergy Investment Management, LLC holds $311,380 across 8 Oil & Gas Integrated names. SHEL ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
1,067 | $176,864 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
782 | $106,915 | |
| 3 | SHEL |
Shell plc
This page
|
231 | $17,910 | |
| 4 | TTE |
TotalEnergies SE
|
52 | $4,043 | |
| 5 | BP |
Bp PLC
|
75 | $2,771 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
97 | $1,567 | |
| 7 | EQNR |
Equinor ASA
|
22 | $690 | |
| 8 | CVE |
Cenovus Energy Inc.
|
25 | $620 |
All Filings in SHEL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,910 | 231 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $15,810 | 170 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $21,984 | 300 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $18,795 | 300 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||