Position in SHEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,737
-$1,982 QoQ
Shares Held
74
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,480
of 1,527 holders
Holding Since
Jun 2022
16 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, 2026HighMark Wealth Management LLC holds $532,634 across 4 Oil & Gas Integrated names. SHEL ranks #3 (1.1% of the industry book) .
All Filings in SHEL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,737 | 74 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,719 | 83 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $3,290 | 46 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,168 | 45 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,638 | 36 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $19,233 | 307 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $19,982 | 303 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $22,808 | 316 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $21,720 | 324 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $21,121 | 321 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $21,309 | 331 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $20,227 | 335 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $19,390 | 337 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $17,597 | 309 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $14,281 | 287 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,039 | 39 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||