Meridian Wealth Management, LLC

Position in SHEL — Shell plc

CIK 1697300 LEXINGTON, KY

Position in SHEL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$888,763

-$122,984 QoQ

Shares Held

11,462

+5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#602

of 1,523 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Energy · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $102,636,639 across 4 Oil & Gas Integrated names. SHEL ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	645,636	$88,271,353
2	CVX	Chevron Corp	75,174	$12,460,842
3	BP	Bp PLC	27,488	$1,015,681
4	SHEL	Shell plc This page	11,462	$888,763

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$888,763	11,462	+5.4%	Shares	Sole	2026-08-05
2026-03-31	$1,011,747	10,879	-4.2%	Shares	Sole	2026-05-06
2025-12-31	$834,585	11,358	+6.8%	Shares	Sole	2026-02-04
2025-09-30	$760,721	10,635	-0.8%	Shares	Sole	2025-11-04
2025-06-30	$754,513	10,716	-2.5%	Shares	Sole	2025-08-08
2025-03-31	$805,713	10,995	+6.6%	Shares	Sole	2025-05-12
2024-12-31	$646,109	10,313	+0.3%	Shares	Sole	2025-02-06
2024-09-30	$678,163	10,283	-1.9%	Shares	Sole	2024-11-12
2023-12-31	$689,452	10,478	-44.7%	Shares	Sole	2024-02-08
2023-09-30	$1,219,228	18,938	+89.9%	Shares	Sole	2023-10-17
2023-06-30	$602,109	9,972	-30.6%	Shares	Sole	2023-08-02
2023-03-31	$826,447	14,363	-16.8%	Shares	Sole	2023-05-15
2022-12-31	$983,241	17,265	-13.3%	Shares	Sole	2023-02-14
2022-09-30	$990,472	19,905	+105.5%	Shares	Sole	2022-11-14
2022-06-30	$506,480	9,686	+1.7%	Shares	Sole	2022-08-05
2022-03-31	$523,318	9,527	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.