Position in SHEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$594,189
-$30,678 QoQ
Shares Held
7,663
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#751
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, 2026Forvis Mazars Wealth Advisors, LLC holds $13,783,258 across 4 Oil & Gas Integrated names. SHEL ranks #3 (4.3% 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 | $594,189 | 7,663 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $624,867 | 6,719 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $505,762 | 6,883 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $487,262 | 6,812 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $493,222 | 7,005 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $545,129 | 7,439 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $471,503 | 7,526 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $699,729 | 10,610 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $553,620 | 7,670 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $507,962 | 7,577 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $500,935 | 7,613 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $445,702 | 6,923 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $368,076 | 6,096 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $346,505 | 6,022 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $343,408 | 6,030 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $327,321 | 6,578 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $341,139 | 6,524 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $331,667 | 6,038 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||