Position in SHEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,731,447
-$2,243,134 QoQ
Shares Held
164,192
+2.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#154
of 1,527 holders
Holding Since
Jun 2022
15 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, 2026IBEX WEALTH ADVISORS holds $41,999,590 across 4 Oil & Gas Integrated names. SHEL ranks #1 (30.3% of the industry book) .
All Filings in SHEL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,731,447 | 164,192 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,974,581 | 161,017 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,281,163 | 153,527 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,921,701 | 152,687 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,668,664 | 151,522 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,673,232 | 145,650 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $8,909,895 | 142,217 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $9,894,001 | 137,074 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,890 | 138,546 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $8,883 | 135 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,790,573 | 136,542 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $8,053,528 | 139,964 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,890,194 | 138,546 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,932,214 | 139,313 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,290,533 | 139,425 | Shares | Sole | 2022-08-16 | |
| No filing history on record for this holder in this stock. | ||||||