Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$842,704
-$169,787 QoQ
Shares Held
10,868
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#623
of 1,523 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $4,481,169 across 13 Oil & Gas Integrated names. SHEL ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
9,917 | $1,355,852 | |
| 2 | CVX |
Chevron Corp
|
5,365 | $889,302 | |
| 3 | SHEL |
Shell plc
This page
|
10,868 | $842,704 | |
| 4 | TTE |
TotalEnergies SE
|
3,922 | $304,974 | |
| 5 | BP |
Bp PLC
|
6,605 | $244,054 | |
| 6 | E |
Eni Spa
|
4,911 | $230,129 | |
| 7 | EQNR |
Equinor ASA
|
7,149 | $224,478 | |
| 8 | IMO |
Imperial Oil Ltd
|
1,425 | $159,628 |
All Filings in SHEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $842,704 | 10,868 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,012,491 | 10,887 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $804,018 | 10,942 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||