Position in SHEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,273,772
-$825,883 QoQ
Shares Held
55,117
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#274
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026STEPHENS INC /AR/ holds $95,093,749 across 8 Oil & Gas Integrated names. SHEL ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
260,627 | $43,201,531 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
311,060 | $42,528,123 | |
| 3 | SHEL |
Shell plc
This page
|
55,117 | $4,273,772 | |
| 4 | BP |
Bp PLC
|
42,308 | $1,563,280 | |
| 5 | TTE |
TotalEnergies SE
|
17,753 | $1,380,473 | |
| 6 | IMO |
Imperial Oil Ltd
|
11,656 | $1,305,705 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
36,372 | $587,771 | |
| 8 | NFG |
National Fuel Gas Co
|
3,278 | $253,094 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,273,772 | 55,117 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $5,099,655 | 54,835 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $4,268,453 | 58,090 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,977,354 | 55,604 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,686,597 | 52,359 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $3,994,712 | 54,513 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $5,456,940 | 87,102 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $11,177,733 | 169,488 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $11,814,999 | 163,688 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $11,190,786 | 166,927 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,256,048 | 155,867 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,432,749 | 130,984 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,205,145 | 119,330 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,832,427 | 101,363 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,871,104 | 85,533 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,667,159 | 33,504 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $1,766,303 | 33,779 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $2,071,245 | 37,707 | Shares | Defined | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||