Position in SHEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,187
-$835 QoQ
Shares Held
54
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,488
of 1,523 holders
Holding Since
Mar 2022
18 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, 2026Mascoma Wealth Management LLC holds $54,438 across 3 Oil & Gas Integrated names. SHEL ranks #2 (7.7% 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 | $4,187 | 54 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,022 | 54 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,967 | 54 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,862 | 54 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,802 | 54 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,957 | 54 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,262 | 84 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,561 | 54 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,897 | 54 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,620 | 54 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,553 | 54 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,476 | 54 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,260 | 54 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,107 | 54 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,075 | 54 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,687 | 54 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,823 | 54 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $2,966 | 54 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||