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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in SHEL — Shell plc

CIK 1631073 WASHINGTON, DC
Back to SHEL Full portfolio

Position in SHEL

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$11,320
+$532 QoQ
Shares Held
146
+25.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,447
of 1,527 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $102,198 across 10 Oil & Gas Integrated names. SHEL ranks #2 (11.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CVX
Chevron Corp
 424 $70,282
2 SHEL
Shell plc
This page 		146 $11,320
3 BP
Bp PLC
 132 $4,877
4 TTE
TotalEnergies SE
 50 $3,888
5 CVE
Cenovus Energy Inc.
 99 $2,456
6 EQNR
Equinor ASA
 73 $2,292
7 E
Eni Spa
 46 $2,155
8 SU
Suncor Energy Inc
 39 $2,093

All Filings in SHEL

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,320 146
2026-03-31 $10,788 116
2025-12-31 $8,523 116
2025-09-30 $6,580 92
2025-06-30 $3,450 49
2025-03-31 $3,590 49
2024-12-31 $3,069 49
2024-09-30 $3,231 49
2024-06-30 $3,536 49
2024-03-31 $3,284 49
2023-12-31 $3,224 49
2023-09-30 $3,154 49
2023-06-30 $2,958 49
2023-03-31 $2,819 49
2022-12-31 $2,790 49
2022-09-30 $2,438 49
2022-06-30 $2,562 49
2022-03-31 $2,691 49
2021-12-31 $1,041 24
2021-09-30 $1,069 24
2021-06-30 $969 24
2021-03-31 $941 24

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