Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,139,759
-$173,866 QoQ
Shares Held
14,699
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#538
of 1,523 holders
Holding Since
Sep 2022
14 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, 2026IHT Wealth Management, LLC holds $18,669,289 across 6 Oil & Gas Integrated names. SHEL ranks #3 (6.1% of the industry book) .
All Filings in SHEL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,139,759 | 14,699 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,313,625 | 14,125 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,001,532 | 13,630 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $889,046 | 12,429 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $837,879 | 11,900 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $662,671 | 9,043 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $614,596 | 9,810 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $782,958 | 11,872 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $437,194 | 6,057 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $409,078 | 6,102 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $442,505 | 6,725 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $432,955 | 6,725 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $292,963 | 4,852 | Shares | Sole | 2023-08-15 | |
| 2022-09-30 | $235,464 | 4,732 | Shares | Sole | 2022-11-22 | |
| No filing history on record for this holder in this stock. | ||||||