Position in SHEL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,754
+$4,374 QoQ
Shares Held
100
+117.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,468
of 1,527 holders
Holding Since
Mar 2022
17 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, 2026HHM Wealth Advisors, LLC holds $2,336,976 across 8 Oil & Gas Integrated names. SHEL ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
11,740 | $1,605,092 | |
| 2 | CVX |
Chevron Corp
|
3,565 | $590,934 | |
| 3 | NFG |
National Fuel Gas Co
|
855 | $66,014 | |
| 4 | SU |
Suncor Energy Inc
|
647 | $34,730 | |
| 5 | BP |
Bp PLC
|
581 | $21,467 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
500 | $8,080 | |
| 7 | SHEL |
Shell plc
This page
|
100 | $7,754 | |
| 8 | E |
Eni Spa
|
62 | $2,905 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,754 | 100 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $3,380 | 46 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $26,537 | 371 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $26,122 | 371 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $30,484 | 416 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $23,180 | 370 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,078 | 77 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,248 | 45 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $40,894 | 610 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $40,138 | 610 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $39,271 | 610 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $42,869 | 710 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,242 | 682 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $34,853 | 612 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $37,419 | 752 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $36,132 | 691 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $16,479 | 300 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||