Position in SHEL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$328,613
-$103,186 QoQ
Shares Held
4,238
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#989
of 1,527 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026SVB WEALTH LLC holds $9,049,009 across 3 Oil & Gas Integrated names. SHEL ranks #3 (3.6% of the industry book) .
All Filings in SHEL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,613 | 4,238 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $431,799 | 4,643 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $323,089 | 4,397 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $330,896 | 4,626 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $441,891 | 6,276 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $749,793 | 11,968 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $998,104 | 13,828 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,042,604 | 15,552 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,853,651 | 28,171 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,981,228 | 30,774 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,951,480 | 32,320 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,916,944 | 33,315 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,230,005 | 21,598 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,052,672 | 21,155 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $810,546 | 15,501 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $657,950 | 11,978 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||