Position in SHEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$35,978
+$1,884 QoQ
Shares Held
464
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,363
of 1,527 holders
Holding Since
Jun 2022
15 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, 2026Concord Wealth Partners holds $8,243,126 across 5 Oil & Gas Integrated names. SHEL ranks #3 (0.4% of the industry book) .
All Filings in SHEL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,978 | 464 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $34,094 | 464 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $33,189 | 464 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $32,670 | 464 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $34,001 | 464 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $29,069 | 464 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $30,600 | 464 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $33,491 | 464 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $31,106 | 464 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $30,531 | 464 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $29,872 | 464 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $40,092 | 664 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $38,206 | 664 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $37,814 | 664 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $34,720 | 664 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||