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Kingsview Wealth Management, LLC

Position in SHEL — Shell plc

CIK 1791965 GRANTS PASS, OR

Position in SHEL

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$2,068,379
-$39,745 QoQ
Shares Held
26,675
+17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#389
of 1,527 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, 2026

Kingsview Wealth Management, LLC holds $49,297,396 across 5 Oil & Gas Integrated names. SHEL ranks #3 (4.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SHEL
Shell plc
This page
26,675 $2,068,379

All Filings in SHEL

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,068,379 26,675
2026-03-31 $2,108,124 22,668
2025-12-31 $1,378,043 18,754
2025-09-30 $1,170,659 16,366
2025-06-30 $1,108,464 15,743
2025-03-31 $1,562,842 21,327
2024-12-31 $1,022,761 16,325
2024-09-30 $1,062,124 16,105
2024-06-30 $1,078,874 14,947
2024-03-31 $952,437 14,207
2023-12-31 $928,043 14,104
2023-09-30 $934,025 14,508
2023-06-30 $933,535 15,461
2023-03-31 $742,956 12,912
2022-12-31 $799,521 14,039
2022-09-30 $712,712 14,323
2022-06-30 $728,399 13,930
2022-03-31 $606,756 11,046