Position in SHEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$938,311
-$150,626 QoQ
Shares Held
12,101
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#588
of 1,523 holders
Holding Since
Jun 2022
17 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, 2026PDS Planning, Inc holds $8,782,921 across 10 Oil & Gas Integrated names. SHEL ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
25,071 | $3,427,707 | |
| 2 | CVX |
Chevron Corp
|
12,434 | $2,061,059 | |
| 3 | SHEL |
Shell plc
This page
|
12,101 | $938,311 | |
| 4 | TTE |
TotalEnergies SE
|
8,519 | $662,437 | |
| 5 | SU |
Suncor Energy Inc
|
6,627 | $355,737 | |
| 6 | IMO |
Imperial Oil Ltd
|
2,804 | $314,104 | |
| 7 | BP |
Bp PLC
|
8,278 | $305,872 | |
| 8 | E |
Eni Spa
|
6,408 | $300,278 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,311 | 12,101 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,088,937 | 11,709 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $859,789 | 11,701 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $747,560 | 10,451 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $705,578 | 10,021 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $748,042 | 10,208 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $531,835 | 8,489 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $655,147 | 9,934 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $646,444 | 8,956 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $584,186 | 8,714 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $561,932 | 8,540 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $520,061 | 8,078 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $469,394 | 7,774 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $432,528 | 7,517 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $246,821 | 4,334 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $216,356 | 4,348 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $222,284 | 4,251 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||