Position in SHEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$318,301
+$23,305 QoQ
Shares Held
4,105
+29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,006
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, 2026CreativeOne Wealth, LLC holds $7,049,994 across 5 Oil & Gas Integrated names. SHEL ranks #3 (4.5% 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 | $318,301 | 4,105 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $294,996 | 3,172 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $552,569 | 7,520 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $565,301 | 7,903 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $606,934 | 8,620 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $590,416 | 8,057 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $556,833 | 8,888 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $548,967 | 8,324 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $570,727 | 7,907 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $559,249 | 8,378 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $459,351 | 7,017 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $479,954 | 7,491 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $482 | 8,953 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $478,042 | 8,308 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $464,882 | 8,163 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $447,242 | 8,988 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $468,831 | 8,966 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $524,801 | 9,554 | Shares | Other | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||