Position in SHEL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$200,518
-$7,244 QoQ
Shares Held
2,586
+15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,222
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026SteelPeak Wealth, LLC holds $20,168,705 across 3 Oil & Gas Integrated names. SHEL ranks #3 (1.0% of the industry book) .
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,518 | 2,586 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $207,762 | 2,234 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $214,194 | 2,915 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $427,606 | 5,978 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $437,738 | 6,217 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $423,998 | 5,786 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $368,569 | 5,883 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $388,973 | 5,898 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $463,251 | 6,418 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $456,877 | 6,815 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $437,438 | 6,648 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $437,912 | 6,802 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $730,718 | 12,102 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $459,399 | 7,984 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $583,281 | 10,242 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $521,186 | 10,474 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $381,403 | 7,294 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $400,659 | 7,294 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||