Position in SHEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$658,469
-$133,705 QoQ
Shares Held
8,492
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#707
of 1,523 holders
Holding Since
Jun 2022
17 quarters on record
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Spire Wealth Management holds $11,006,709 across 9 Oil & Gas Integrated names. SHEL ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
47,899 | $6,548,750 | |
| 2 | CVX |
Chevron Corp
|
17,466 | $2,895,164 | |
| 3 | SHEL |
Shell plc
This page
|
8,492 | $658,469 | |
| 4 | SU |
Suncor Energy Inc
|
8,797 | $472,222 | |
| 5 | BP |
Bp PLC
|
5,529 | $204,296 | |
| 6 | IMO |
Imperial Oil Ltd
|
735 | $82,334 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
5,057 | $81,721 | |
| 8 | CVE |
Cenovus Energy Inc.
|
2,523 | $62,595 |
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,469 | 8,492 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $792,174 | 8,518 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $630,237 | 8,577 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $613,012 | 8,570 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $601,371 | 8,541 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $557,514 | 7,608 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $476,077 | 7,599 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $505,704 | 7,668 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $550,155 | 7,622 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $640,634 | 9,556 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $612,466 | 9,308 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $591,909 | 9,194 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $415,233 | 6,877 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $377,922 | 6,568 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $304,340 | 5,344 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $245,068 | 4,925 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $380,984 | 7,286 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||