Position in SHEL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$8,010,192
+$5,401,077 QoQ
Shares Held
103,304
+268.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#196
of 1,523 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Derivatives in SHEL
reported options exposure · as of Dec 31, 2025CallValue
$18,347,956
CallShares
249,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Jefferies Financial Group Inc. holds $54,987,426 across 8 Oil & Gas Integrated names. SHEL ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
154,626 | $25,630,805 | |
| 2 | TTE |
TotalEnergies SE
|
164,930 | $12,824,956 | |
| 3 | SHEL |
Shell plc
This page
|
103,304 | $8,010,192 | |
| 4 | XOM |
ExxonMobil Holdings Corp
|
28,251 | $3,862,476 | |
| 5 | SU |
Suncor Energy Inc
|
37,262 | $2,000,224 | |
| 6 | BP |
Bp PLC
|
48,280 | $1,783,946 | |
| 7 | NFG |
National Fuel Gas Co
|
8,600 | $664,006 | |
| 8 | IMO |
Imperial Oil Ltd
|
1,882 | $210,821 |
All Filings in SHEL
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,010,192 | 103,304 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,609,115 | 28,055 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $18,347,956 | 249,700 | Call | Defined | 2026-02-09 | |
| 2024-12-31 | $75,819,030 | 1,210,200 | Call | Defined | 2025-02-27 | |
| 2024-12-31 | $1,034,790 | 16,517 | Shares | Defined | 2025-02-27 | |
| 2024-12-31 | $37,871,925 | 604,500 | Put | Defined | 2025-02-27 | |
| 2024-09-30 | $30,646,965 | 464,700 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $100,494,610 | 1,523,800 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $57,654,017 | 874,208 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,413,500 | 75,000 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $902,250 | 12,500 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $8,596,638 | 119,100 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $6,087,232 | 90,800 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $2,329,640 | 34,750 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $6,529,696 | 97,400 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $3,968,069 | 60,305 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $4,935,000 | 75,000 | Put | Defined | 2024-05-06 | |
| 2023-12-31 | $8,685,600 | 132,000 | Call | Defined | 2024-05-06 | |
| 2023-09-30 | $3,219,000 | 50,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $7,828,608 | 121,600 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $3,676,999 | 57,114 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,981,350 | 82,500 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $3,019,000 | 50,000 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $3,511,700 | 58,160 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,315,500 | 75,000 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $6,473,250 | 112,500 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $785,823 | 13,657 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $649,457 | 11,404 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||