Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$260,379
-$5,787 QoQ
Shares Held
3,358
+17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,106
of 1,523 holders
Holding Since
Jun 2022
13 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, 202644 WEALTH MANAGEMENT LLC holds $7,862,444 across 4 Oil & Gas Integrated names. SHEL ranks #4 (3.3% of the industry book) .
All Filings in SHEL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,379 | 3,358 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $266,166 | 2,862 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,400,297 | 32,666 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,307,700 | 32,262 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,893,676 | 26,895 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,772,496 | 24,188 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,233,829 | 19,694 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,561,696 | 23,680 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $488,111 | 8,084 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $468,433 | 8,141 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $452,353 | 7,943 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $322,245 | 6,476 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $238,808 | 4,567 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||