Position in SHEL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$79,711
-$15,242 QoQ
Shares Held
1,028
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,298
of 1,527 holders
Holding Since
Dec 2024
7 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, 2026Golden State Wealth Management, LLC holds $3,373,853 across 9 Oil & Gas Integrated names. SHEL ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
10,828 | $1,480,404 | |
| 2 | CVX |
Chevron Corp
|
8,882 | $1,472,280 | |
| 3 | BP |
Bp PLC
|
4,177 | $154,340 | |
| 4 | TTE |
TotalEnergies SE
|
1,064 | $82,736 | |
| 5 | SHEL |
Shell plc
This page
|
1,028 | $79,711 | |
| 6 | SU |
Suncor Energy Inc
|
1,065 | $57,169 | |
| 7 | E |
Eni Spa
|
617 | $28,912 | |
| 8 | EQNR |
Equinor ASA
|
315 | $9,891 |
All Filings in SHEL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,711 | 1,028 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $94,953 | 1,021 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $78,917 | 1,074 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $78,539 | 1,098 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $77,028 | 1,094 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $80,461 | 1,098 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $68,727 | 1,097 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||