Position in SHEL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$308,531
-$61,795 QoQ
Shares Held
3,979
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,019
of 1,523 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $25,251,000 across 9 Oil & Gas Integrated names. SHEL ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
91,576 | $12,520,270 | |
| 2 | PBR |
Petrobras - Petroleo Brasileiro SA
|
422,556 | $6,828,504 | |
| 3 | CVX |
Chevron Corp
|
32,388 | $5,368,634 | |
| 4 | SHEL |
Shell plc
This page
|
3,979 | $308,531 | |
| 5 | NFG |
National Fuel Gas Co
|
1,100 | $84,931 | |
| 6 | TTE |
TotalEnergies SE
|
1,013 | $78,770 | |
| 7 | SU |
Suncor Energy Inc
|
570 | $30,597 | |
| 8 | BP |
Bp PLC
|
636 | $23,500 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,531 | 3,979 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $370,326 | 3,982 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $179,826 | 2,514 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $178,770 | 2,539 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $186,057 | 2,539 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $157,502 | 2,514 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $169,227 | 2,566 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $181,460 | 2,514 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $168,538 | 2,514 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $191,741 | 2,914 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $183,547 | 2,851 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $172,143 | 2,851 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $164,046 | 2,851 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $86,393 | 1,517 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $126,489 | 2,542 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $113,260 | 2,166 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $90,304 | 1,644 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||