Position in SHEL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$631,253
-$125,860 QoQ
Shares Held
8,141
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#727
of 1,523 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $5,032,153 across 4 Oil & Gas Integrated names. SHEL ranks #3 (12.5% of the industry book) .
All Filings in SHEL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,253 | 8,141 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $757,113 | 8,141 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $490,552 | 6,676 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $246,492 | 3,446 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $266,924 | 3,791 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $285,498 | 3,896 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $245,525 | 3,919 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $266,372 | 4,039 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $306,692 | 4,249 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $296,584 | 4,424 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $298,008 | 4,529 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $291,577 | 4,529 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $298,518 | 4,944 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $284,477 | 4,944 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $259,065 | 4,549 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $215,908 | 4,339 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||