Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$279,454
-$19,076 QoQ
Shares Held
3,604
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,076
of 1,523 holders
Holding Since
Jun 2022
12 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, 2026Western Wealth Management, LLC holds $17,212,681 across 5 Oil & Gas Integrated names. SHEL ranks #4 (1.6% of the industry book) .
All Filings in SHEL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,454 | 3,604 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $298,530 | 3,210 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $254,975 | 3,470 | Shares | Sole | 2026-02-05 | |
| 2024-09-30 | $215,920 | 3,274 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $250,031 | 3,464 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $249,455 | 3,721 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $221,746 | 3,370 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $209,878 | 3,260 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $226,765 | 3,941 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $400,871 | 7,039 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $629,712 | 12,655 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $695,613 | 13,303 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||