Position in SHEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,610,815
+$935,170 QoQ
Shares Held
20,774
+185.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#450
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, 2026Bogart Wealth, LLC holds $12,480,990 across 9 Oil & Gas Integrated names. SHEL ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
65,042 | $10,781,361 | |
| 2 | SHEL |
Shell plc
This page
|
20,774 | $1,610,815 | |
| 3 | BP |
Bp PLC
|
1,195 | $44,155 | |
| 4 | NFG |
National Fuel Gas Co
|
334 | $25,788 | |
| 5 | TTE |
TotalEnergies SE
|
91 | $7,076 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
350 | $5,656 | |
| 7 | IMO |
Imperial Oil Ltd
|
41 | $4,592 | |
| 8 | E |
Eni Spa
|
25 | $1,171 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,610,815 | 20,774 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $675,645 | 7,265 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $553,745 | 7,536 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $850,992 | 11,897 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $841,610 | 11,953 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $872,764 | 11,910 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,069,310 | 17,068 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,104,398 | 16,746 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,202,446 | 16,659 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,112,394 | 16,593 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $955,021 | 14,514 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,145,513 | 17,793 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,077,179 | 17,840 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $839,163 | 14,584 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,115,593 | 19,589 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,002,564 | 20,148 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,041,198 | 19,912 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,057,841 | 19,258 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||