Position in SHEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$12,871
-$2,567 QoQ
Shares Held
166
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,434
of 1,523 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026High Note Wealth, LLC holds $635,421 across 3 Oil & Gas Integrated names. SHEL ranks #2 (2.0% of the industry book) .
All Filings in SHEL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,871 | 166 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $15,438 | 166 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,197 | 166 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,873 | 166 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,180 | 173 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $12,677 | 173 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,838 | 173 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||