Position in SHEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,749,535
-$404,903 QoQ
Shares Held
22,563
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#424
of 1,523 holders
Holding Since
Mar 2022
18 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, 2026MONTAG A & ASSOCIATES INC holds $20,387,946 across 8 Oil & Gas Integrated names. SHEL ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
75,525 | $10,325,778 | |
| 2 | CVX |
Chevron Corp
|
43,097 | $7,143,758 | |
| 3 | SHEL |
Shell plc
This page
|
22,563 | $1,749,535 | |
| 4 | NFG |
National Fuel Gas Co
|
14,178 | $1,094,683 | |
| 5 | BP |
Bp PLC
|
1,276 | $47,148 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
713 | $10,438 | |
| 7 | IMO |
Imperial Oil Ltd
|
83 | $9,297 | |
| 8 | TTE |
TotalEnergies SE
|
94 | $7,309 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,749,535 | 22,563 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,154,438 | 23,166 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,731,262 | 23,561 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,760,567 | 24,613 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,786,794 | 25,377 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,950,933 | 26,623 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,663,232 | 26,548 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,884,059 | 28,568 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,164,028 | 29,981 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,111,827 | 31,501 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,707,077 | 41,141 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,394,564 | 52,727 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $466,797 | 7,731 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $425,968 | 7,403 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $449,107 | 7,886 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $386,884 | 7,775 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $469,302 | 8,975 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $492,996 | 8,975 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||