Position in SHEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,379,780
+$390,603 QoQ
Shares Held
30,691
+43.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#365
of 1,523 holders
Holding Since
Mar 2022
18 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, 2026MISSION WEALTH MANAGEMENT, LP holds $20,342,485 across 6 Oil & Gas Integrated names. SHEL ranks #2 (11.7% 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 | $2,379,780 | 30,691 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,989,177 | 21,389 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,596,059 | 21,721 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,636,391 | 22,877 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,447,136 | 20,553 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,560,864 | 21,300 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,300,614 | 20,760 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,394,512 | 21,145 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,391,197 | 19,274 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,286,832 | 19,195 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,426,412 | 21,678 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,188,647 | 18,463 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $929,550 | 15,395 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $755,672 | 13,133 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $737,103 | 12,943 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $744,459 | 14,961 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $783,513 | 14,984 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $854,710 | 15,560 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||