Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$167,341,166
-$41,975,701 QoQ
Shares Held
2,158,127
-4.1% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#30
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Derivatives in SHEL
reported options exposure · as of Mar 31, 2026CallValue
$7,905,000
CallShares
85,000
PutValue
$14,889,300
PutShares
160,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $5,697,115,866 across 16 Oil & Gas Integrated names. SHEL ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
17,544,909 | $2,908,244,113 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
13,037,362 | $1,782,468,130 | |
| 3 | TTE |
TotalEnergies SE
|
5,384,554 | $418,702,917 | |
| 4 | SU |
Suncor Energy Inc
|
4,697,183 | $252,144,781 | |
| 5 | SHEL |
Shell plc
This page
|
2,158,127 | $167,341,166 | |
| 6 | BP |
Bp PLC
|
2,179,531 | $80,533,668 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
1,873,121 | $29,635,762 | |
| 8 | NFG |
National Fuel Gas Co
|
197,845 | $15,275,610 |
All Filings in SHEL
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,341,166 | 2,158,127 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $209,316,867 | 2,250,719 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $14,889,300 | 160,100 | Put | Defined | 2026-05-11 | |
| 2026-03-31 | $7,905,000 | 85,000 | Call | Defined | 2026-05-11 | |
| 2025-12-31 | $164,018,161 | 2,232,147 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,153,000 | 100,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $162,183,257 | 2,267,346 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,041,000 | 100,000 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $161,099,204 | 2,288,016 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $53,173,632 | 755,200 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $1,099,200 | 15,000 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $173,135,796 | 2,362,661 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $4,352,832 | 59,400 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $149,173,908 | 2,381,068 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $7,831,250 | 125,000 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $158,957,436 | 2,410,272 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $8,243,750 | 125,000 | Call | Defined | 2024-11-13 | |
| 2024-06-30 | $183,694,922 | 2,544,956 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $9,022,500 | 125,000 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $8,380,000 | 125,000 | Call | Defined | 2024-05-10 | |
| 2024-03-31 | $171,310,528 | 2,555,348 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $5,264,000 | 80,000 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $168,429,113 | 2,559,713 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $171,976,361 | 2,671,270 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $145,547,498 | 2,410,525 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $138,239,905 | 2,402,501 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $139,399,644 | 2,447,755 | Shares | Defined | 2023-02-13 | |
| 2022-12-31 | $56,950 | 1,000 | Call | Defined | 2023-02-13 | |
| 2022-09-30 | $49,760 | 1,000 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $114,220,445 | 2,295,427 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $116,026,018 | 2,218,895 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $104,808,965 | 1,908,046 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||