Position in SHEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$210,908
-$42,052 QoQ
Shares Held
2,720
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,196
of 1,527 holders
Holding Since
Mar 2023
14 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, 2026Waldron Private Wealth LLC holds $3,195,336 across 3 Oil & Gas Integrated names. SHEL ranks #3 (6.6% of the industry book) .
All Filings in SHEL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,908 | 2,720 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $252,960 | 2,720 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $288,041 | 3,920 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $280,397 | 3,920 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $276,007 | 3,920 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $287,257 | 3,920 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $397,826 | 6,350 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $485,127 | 7,356 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $300,918 | 4,169 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $268,428 | 4,004 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $263,529 | 4,005 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $233,956 | 3,634 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $201,065 | 3,330 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $265,086 | 4,607 | Shares | Sole | 2024-08-29 | |
| No filing history on record for this holder in this stock. | ||||||