Position in SHEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,190,537
-$469,292 QoQ
Shares Held
41,147
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#319
of 1,527 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $63,727,501 across 4 Oil & Gas Integrated names. SHEL ranks #3 (5.0% of the industry book) .
All Filings in SHEL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,190,537 | 41,147 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,659,829 | 39,353 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,067,643 | 41,748 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $3,004,473 | 42,003 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $2,897,652 | 41,154 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,886,206 | 39,386 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $2,538,451 | 40,518 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $1,533,403 | 23,251 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $1,582,906 | 21,930 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,456,175 | 21,721 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $1,427,333 | 21,692 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||