Legacy Wealth Asset Management, LLC

Position in SHEL — Shell plc

CIK 1846151 WOODBURY, MN

Position in SHEL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$656,298

-$134,295 QoQ

Shares Held

8,464

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#711

of 1,523 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $5,932,744 across 6 Oil & Gas Integrated names. SHEL ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TTE	TotalEnergies SE	30,163	$2,345,474
2	EQNR	Equinor ASA	28,030	$880,142
3	CVX	Chevron Corp	5,077	$841,563
4	SHEL	Shell plc This page	8,464	$656,298
5	PBR	Petrobras - Petroleo Brasileiro SA	40,220	$649,955
6	BP	Bp PLC	15,137	$559,312

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$656,298	8,464	-0.4%	Shares	Sole	2026-07-09
2026-03-31	$790,593	8,501	+0.6%	Shares	Sole	2026-04-08
2025-12-31	$620,759	8,448	-0.8%	Shares	Sole	2026-01-12
2025-09-30	$609,364	8,519	+1.9%	Shares	Sole	2025-10-14
2025-06-30	$588,557	8,359	+1.2%	Shares	Sole	2025-07-30
2025-03-31	$605,366	8,261	-0.4%	Shares	Sole	2025-04-09
2024-12-31	$519,869	8,298	+0.1%	Shares	Sole	2025-01-15
2024-09-30	$546,923	8,293	+0.6%	Shares	Sole	2024-10-23
2024-06-30	$595,196	8,246	+1.4%	Shares	Sole	2024-08-14
2024-03-31	$545,035	8,130	+1.0%	Shares	Sole	2024-04-19
2023-12-31	$529,690	8,050	+0.5%	Shares	Sole	2024-01-10
2023-09-30	$515,683	8,010	+1.6%	Shares	Sole	2023-11-01
2023-06-30	$475,794	7,880	+0.2%	Shares	Sole	2023-08-04
2023-03-31	$452,379	7,862	+21.1%	Shares	Sole	2023-04-24
2022-12-31	$369,776	6,493	+24.8%	Shares	Sole	2023-02-02
2022-09-30	$258,951	5,204	-82.1%	Shares	Sole	2022-10-14
2022-06-30	$1,519,233	29,054	+11.3%	Shares	Sole	2022-07-19
2022-03-31	$1,434,057	26,107	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.