Position in SHEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,050,898
-$151,220 QoQ
Shares Held
13,553
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#558
of 1,522 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026FIRST HORIZON CORP holds $40,558,802 across 9 Oil & Gas Integrated names. SHEL ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
172,748 | $23,618,106 | |
| 2 | CVX |
Chevron Corp
|
90,017 | $14,921,217 | |
| 3 | SHEL |
Shell plc
This page
|
13,553 | $1,050,898 | |
| 4 | IMO |
Imperial Oil Ltd
|
6,074 | $680,408 | |
| 5 | BP |
Bp PLC
|
3,903 | $144,214 | |
| 6 | SU |
Suncor Energy Inc
|
910 | $48,848 | |
| 7 | NFG |
National Fuel Gas Co
|
476 | $36,751 | |
| 8 | TTE |
TotalEnergies SE
|
442 | $34,369 |
All Filings in SHEL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,050,898 | 13,553 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $1,202,118 | 12,926 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $961,191 | 13,081 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $748,274 | 10,461 | Shares | Defined | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||