Strategic Wealth Partners, Ltd.

Position in SHEL — Shell plc

CIK 1720777 INDEPENDENCE, OH

Position in SHEL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$123,831

-$21,528 QoQ

Shares Held

1,597

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,265

of 1,527 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $8,007,107 across 7 Oil & Gas Integrated names. SHEL ranks #3 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	50,735	$6,936,489
2	CVX	Chevron Corp	5,270	$873,555
3	SHEL	Shell plc This page	1,597	$123,831
4	BP	Bp PLC	1,218	$45,005
5	E	Eni Spa	291	$13,636
6	SU	Suncor Energy Inc	253	$13,581
7	TTE	TotalEnergies SE	13	$1,010

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,831	1,597	+2.2%	Shares	Sole	2026-08-12
2026-03-31	$145,359	1,563	-26.6%	Shares	Sole	2026-05-12
2025-12-31	$156,512	2,130	+1660.3%	Shares	Sole	2026-05-12
2025-09-30	$8,655	121	-97.9%	Shares	Sole	2025-11-14
2025-06-30	$404,012	5,738	-24.8%	Shares	Sole	2025-08-11
2024-12-31	$478,270	7,634	-68.1%	Shares	Sole	2025-02-14
2024-09-30	$1,576,402	23,903	-9.1%	Shares	Sole	2024-10-08
2024-06-30	$1,897,828	26,293	—	Shares	Sole	2024-10-08
No filing history on record for this holder in this stock.