Position in SHEL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$170,975
-$37,624 QoQ
Shares Held
2,205
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,247
of 1,527 holders
Holding Since
Mar 2022
5 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, 2026Institute for Wealth Management, LLC. holds $3,437,614 across 8 Oil & Gas Integrated names. SHEL ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
10,600 | $1,757,056 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
5,720 | $782,038 | |
| 3 | SU |
Suncor Energy Inc
|
9,823 | $527,298 | |
| 4 | SHEL |
Shell plc
This page
|
2,205 | $170,975 | |
| 5 | BP |
Bp PLC
|
4,397 | $162,469 | |
| 6 | IMO |
Imperial Oil Ltd
|
174 | $19,491 | |
| 7 | NFG |
National Fuel Gas Co
|
224 | $17,295 | |
| 8 | CVE |
Cenovus Energy Inc.
|
40 | $992 |
All Filings in SHEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,975 | 2,205 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $208,599 | 2,243 | Shares | Sole | 2026-05-14 | |
| 2023-09-30 | $201,895 | 3,136 | Shares | Sole | 2023-10-13 | |
| 2022-12-31 | $203,881 | 3,580 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $224,993 | 4,096 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||