Position in SHEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,707,198
-$496,251 QoQ
Shares Held
22,017
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#433
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $48,598,309 across 6 Oil & Gas Integrated names. SHEL ranks #3 (3.5% 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 | $1,707,198 | 22,017 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,203,449 | 23,693 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,702,237 | 23,166 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,656,062 | 23,152 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,684,136 | 23,919 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,718,782 | 23,455 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,362,198 | 21,743 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,801,622 | 27,318 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,979,247 | 27,421 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,735,397 | 25,886 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,541,101 | 23,421 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,425,373 | 22,140 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,593,730 | 26,395 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,310,346 | 40,152 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,913,747 | 33,604 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,375,714 | 27,647 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,420,823 | 27,172 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,148,751 | 20,913 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||