Position in SHEL
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$14,320,629
-$2,173,014 QoQ
Shares Held
184,687
+4.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $394,262,748 across 13 Oil & Gas Integrated names. SHEL ranks #3 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,702,297 | $232,738,045 | |
| 2 | CVX |
Chevron Corp
|
758,835 | $125,784,489 | |
| 3 | SHEL |
Shell plc
This page
|
184,687 | $14,320,629 | |
| 4 | TTE |
TotalEnergies SE
|
76,916 | $5,980,988 | |
| 5 | BP |
Bp PLC
|
128,632 | $4,752,952 | |
| 6 | NFG |
National Fuel Gas Co
|
48,052 | $3,710,094 | |
| 7 | EQNR |
Equinor ASA
|
63,398 | $1,990,697 | |
| 8 | E |
Eni Spa
|
36,524 | $1,711,514 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,320,629 | 184,687 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $16,493,643 | 177,351 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,914,469 | 747,339 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,556,029 | 161,555 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,259,014 | 174,109 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,894,882 | 162,321 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,956,819 | 142,966 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,254,762 | 200,982 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,799,787 | 205,040 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,519,688 | 201,666 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,066,366 | 198,577 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $11,844,503 | 183,978 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $12,879,416 | 213,306 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,111,915 | 245,254 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $14,721,688 | 258,502 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,228,191 | 185,454 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,689,703 | 185,307 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,558,698 | 174,016 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||