Position in SHEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$147,140,211
-$26,830,239 QoQ
Shares Held
1,897,604
+1.4% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#35
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,124,358,341 across 13 Oil & Gas Integrated names. SHEL ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
3,053,750 | $506,189,596 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
2,648,819 | $362,146,531 | |
| 3 | SHEL |
Shell plc
This page
|
1,897,604 | $147,140,211 | |
| 4 | TTE |
TotalEnergies SE
|
661,790 | $51,460,789 | |
| 5 | BP |
Bp PLC
|
802,019 | $29,634,600 | |
| 6 | CVE |
Cenovus Energy Inc.
|
305,180 | $7,571,514 | |
| 7 | SU |
Suncor Energy Inc
|
107,756 | $5,784,342 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
327,045 | $5,108,661 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,140,211 | 1,897,604 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $173,970,450 | 1,870,650 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $136,748,554 | 1,861,031 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $131,930,214 | 1,844,404 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $130,552,318 | 1,854,173 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $133,447,933 | 1,821,069 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $112,069,570 | 1,788,820 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $118,157,205 | 1,791,618 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $133,292,781 | 1,846,672 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $121,833,666 | 1,817,328 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $130,510,152 | 1,983,437 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $122,194,589 | 1,898,021 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $111,473,674 | 1,846,202 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $100,018,443 | 1,738,242 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $92,049,535 | 1,616,322 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $74,279,984 | 1,492,765 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $73,348,853 | 1,402,732 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $64,607,619 | 1,176,181 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||