Position in SHEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,729,718
-$372,762 QoQ
Shares Held
35,204
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#338
of 1,523 holders
Holding Since
Mar 2022
18 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, 2026Caldwell Trust Co holds $22,716,355 across 8 Oil & Gas Integrated names. SHEL ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
76,627 | $10,476,443 | |
| 2 | CVX |
Chevron Corp
|
54,641 | $9,057,292 | |
| 3 | SHEL |
Shell plc
This page
|
35,204 | $2,729,718 | |
| 4 | BP |
Bp PLC
|
8,271 | $305,613 | |
| 5 | TTE |
TotalEnergies SE
|
1,411 | $109,719 | |
| 6 | NFG |
National Fuel Gas Co
|
252 | $19,456 | |
| 7 | SU |
Suncor Energy Inc
|
320 | $17,177 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
58 | $937 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,729,718 | 35,204 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,102,480 | 33,360 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,305,875 | 31,381 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,100,764 | 29,369 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,960,284 | 27,841 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,977,534 | 26,986 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,458,053 | 23,273 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,337,795 | 20,285 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,259,396 | 17,448 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $991,454 | 14,789 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $630,890 | 9,588 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $256,361 | 3,982 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $240,433 | 3,982 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $342,132 | 5,946 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $328,772 | 5,773 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $130,271 | 2,618 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $92,710 | 1,773 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $67,948 | 1,237 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||