Position in SHEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,725,962
-$258,100 QoQ
Shares Held
22,259
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#427
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, 2026Wealthspire Advisors, LLC holds $67,036,017 across 6 Oil & Gas Integrated names. SHEL ranks #3 (2.6% 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 | $1,725,962 | 22,259 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,984,062 | 21,334 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,621,483 | 22,067 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,183,249 | 16,542 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,229,429 | 17,461 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,225,095 | 16,718 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $998,077 | 15,931 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $944,008 | 14,314 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,186,711 | 16,441 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,099,053 | 16,394 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,075,961 | 16,352 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,064,008 | 16,527 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $892,235 | 14,777 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $790,196 | 13,733 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $961,714 | 16,887 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $536,562 | 10,783 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $431,131 | 8,245 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $347,706 | 6,330 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||