Position in SHEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$659,400
-$124,776 QoQ
Shares Held
8,504
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#706
of 1,527 holders
Holding Since
Mar 2022
14 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, 20261900 WEALTH MANAGEMENT LLC holds $7,952,549 across 3 Oil & Gas Integrated names. SHEL ranks #3 (8.3% of the industry book) .
All Filings in SHEL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,400 | 8,504 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $784,176 | 8,432 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $615,468 | 8,376 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $438,121 | 6,125 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $426,684 | 6,060 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $435,209 | 5,939 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $369,071 | 5,891 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $387,324 | 5,873 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $420,592 | 5,827 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $387,625 | 5,782 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $241,617 | 3,672 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $236,403 | 3,672 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $209,337 | 3,467 | Shares | Sole | 2023-07-21 | |
| 2022-03-31 | $265,092 | 4,826 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||