Position in SHEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$541,539
-$217,899 QoQ
Shares Held
6,984
-14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#787
of 1,523 holders
Holding Since
Jun 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, 2026Williams Jones Wealth Management, LLC. holds $59,418,407 across 5 Oil & Gas Integrated names. SHEL ranks #3 (0.9% of the industry book) .
All Filings in SHEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,539 | 6,984 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $759,438 | 8,166 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $545,882 | 7,429 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $557,934 | 7,800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $623,903 | 8,861 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $604,560 | 8,250 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $506,713 | 8,088 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $553,452 | 8,392 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $605,734 | 8,392 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $562,599 | 8,392 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $552,193 | 8,392 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $540,276 | 8,392 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $548,914 | 9,091 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $528,274 | 9,181 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $533,450 | 9,367 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $456,846 | 9,181 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $574,144 | 10,980 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||