Position in SHEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,051,553
-$583,509 QoQ
Shares Held
26,458
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#392
of 1,527 holders
Holding Since
Mar 2024
5 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, 2026Dynasty Wealth Management, LLC holds $9,313,581 across 7 Oil & Gas Integrated names. SHEL ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVE |
Cenovus Energy Inc.
|
116,558 | $2,891,803 | |
| 2 | SHEL |
Shell plc
This page
|
26,458 | $2,051,553 | |
| 3 | TTE |
TotalEnergies SE
|
19,618 | $1,525,495 | |
| 4 | E |
Eni Spa
|
23,541 | $1,103,131 | |
| 5 | BP |
Bp PLC
|
25,897 | $956,894 | |
| 6 | EQNR |
Equinor ASA
|
14,823 | $465,442 | |
| 7 | NFG |
National Fuel Gas Co
|
4,135 | $319,263 |
All Filings in SHEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,051,553 | 26,458 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,635,062 | 28,334 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,175,301 | 29,604 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,039,034 | 28,506 | Shares | Sole | 2025-10-29 | |
| 2024-03-31 | $639,963 | 9,546 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||