Position in SHEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,697,461
-$992,779 QoQ
Shares Held
34,788
-12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#339
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, 2026Clearstead Advisors, LLC holds $67,365,824 across 13 Oil & Gas Integrated names. SHEL ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
236,056 | $32,273,576 | |
| 2 | CVX |
Chevron Corp
|
174,767 | $28,969,377 | |
| 3 | SHEL |
Shell plc
This page
|
34,788 | $2,697,461 | |
| 4 | TTE |
TotalEnergies SE
|
13,491 | $1,049,060 | |
| 5 | BP |
Bp PLC
|
18,408 | $680,175 | |
| 6 | IMO |
Imperial Oil Ltd
|
4,427 | $495,912 | |
| 7 | NFG |
National Fuel Gas Co
|
5,601 | $432,453 | |
| 8 | SU |
Suncor Energy Inc
|
6,479 | $347,792 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,697,461 | 34,788 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,690,240 | 39,680 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,690,407 | 23,005 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,518,939 | 21,235 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,508,534 | 21,425 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,585,852 | 21,641 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,441,827 | 23,014 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,481,566 | 22,465 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,640,867 | 22,733 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,181,915 | 17,630 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,144,525 | 17,394 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,093,623 | 16,987 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $902,379 | 14,945 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $786,456 | 13,668 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $776,342 | 13,632 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $673,352 | 13,532 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $705,444 | 13,491 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $742,269 | 13,513 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||