Position in SHEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$47,842
+$43,564 QoQ
Shares Held
617
+1241.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,333
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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $2,876,259 across 4 Oil & Gas Integrated names. SHEL ranks #3 (1.7% of the industry book) .
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,842 | 617 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,278 | 46 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,348 | 100 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,153 | 100 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,041 | 100 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,328 | 100 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,265 | 100 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,595 | 100 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,218 | 100 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $6,704 | 100 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,160 | 200 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,876 | 200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,076 | 200 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,508 | 200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,390 | 200 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $9,952 | 200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,458 | 200 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,986 | 200 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||