Position in SHEL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,490,318
-$691,369 QoQ
Shares Held
19,220
-18.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#461
of 1,523 holders
Holding Since
Mar 2022
18 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, 2026SeaCrest Wealth Management, LLC holds $9,316,680 across 3 Oil & Gas Integrated names. SHEL ranks #3 (16.0% of the industry book) .
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,490,318 | 19,220 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,181,687 | 23,459 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,953,245 | 26,582 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,700,196 | 23,769 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,038,791 | 28,956 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,182,864 | 29,788 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,737,221 | 27,729 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,988,656 | 30,154 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,331,197 | 32,297 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,144,810 | 31,993 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,162,056 | 32,858 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,339,054 | 36,332 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,263,042 | 37,480 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,384,284 | 41,437 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,816,917 | 49,463 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,562,739 | 51,502 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,038,571 | 58,110 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,098,216 | 38,198 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||