Position in SHEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$530,606
-$129,694 QoQ
Shares Held
6,843
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#792
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, 2026WEALTH ALLIANCE, LLC holds $9,554,202 across 5 Oil & Gas Integrated names. SHEL ranks #5 (5.6% of the industry book) .
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,606 | 6,843 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $660,300 | 7,100 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $725,247 | 9,870 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $670,593 | 9,375 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $717,689 | 10,193 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $749,874 | 10,233 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $634,832 | 10,133 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $669,524 | 10,152 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $764,097 | 10,586 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $840,145 | 12,532 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $986,802 | 14,997 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $983,726 | 15,280 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $946,879 | 15,682 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $833,409 | 14,484 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,004,541 | 17,639 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $915,036 | 18,389 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,096,207 | 20,964 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $871,628 | 15,868 | Shares | Defined | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||