Position in SHEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,134,366
-$497,720 QoQ
Shares Held
27,526
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#383
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, 2026BURNEY CO/ holds $22,018,696 across 7 Oil & Gas Integrated names. SHEL ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
85,160 | $11,643,075 | |
| 2 | IMO |
Imperial Oil Ltd
|
36,824 | $4,125,024 | |
| 3 | SHEL |
Shell plc
This page
|
27,526 | $2,134,366 | |
| 4 | CVX |
Chevron Corp
|
12,290 | $2,037,190 | |
| 5 | BP |
Bp PLC
|
32,906 | $1,215,876 | |
| 6 | SU |
Suncor Energy Inc
|
12,244 | $657,257 | |
| 7 | TTE |
TotalEnergies SE
|
2,648 | $205,908 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,134,366 | 27,526 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,632,086 | 28,302 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,208,147 | 30,051 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,076,229 | 29,026 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,040,270 | 28,977 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,199,645 | 30,017 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,877,369 | 29,966 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,967,486 | 29,833 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,165,760 | 30,005 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,153,190 | 32,118 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $2,028,153 | 30,823 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,038,785 | 31,668 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,975,754 | 32,722 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,825,571 | 31,727 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,783,161 | 31,311 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,568,982 | 31,531 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,541,509 | 29,480 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,171,382 | 21,325 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||