Position in SHEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,789,212
-$1,634,234 QoQ
Shares Held
74,661
-6.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#235
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $58,683,153 across 9 Oil & Gas Integrated names. SHEL ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
244,704 | $33,455,929 | |
| 2 | CVX |
Chevron Corp
|
112,498 | $18,647,667 | |
| 3 | SHEL |
Shell plc
This page
|
74,661 | $5,789,212 | |
| 4 | BP |
Bp PLC
|
8,887 | $328,372 | |
| 5 | IMO |
Imperial Oil Ltd
|
1,358 | $152,123 | |
| 6 | NFG |
National Fuel Gas Co
|
1,643 | $126,855 | |
| 7 | SU |
Suncor Energy Inc
|
1,634 | $87,712 | |
| 8 | CVE |
Cenovus Energy Inc.
|
1,960 | $48,627 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,789,212 | 74,661 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $7,423,446 | 79,822 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,510,681 | 102,214 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $7,757,497 | 108,451 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $7,755,237 | 110,144 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $413,079 | 5,637 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $353,158 | 5,637 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $371,760 | 5,637 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $406,878 | 5,637 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $377,904 | 5,637 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $370,914 | 5,637 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $362,910 | 5,637 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $345,252 | 5,718 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $329,013 | 5,718 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $325,640 | 5,718 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $284,527 | 5,718 | Shares | Other | 2022-10-25 | |
| 2022-06-30 | $298,994 | 5,718 | Shares | Other | 2022-07-21 | |
| 2022-03-31 | $314,089 | 5,718 | Shares | Other | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||