Position in SHEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$32,799
-$6,540 QoQ
Shares Held
423
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,368
of 1,523 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $13,264,639 across 8 Oil & Gas Integrated names. SHEL ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
63,651 | $8,702,364 | |
| 2 | CVX |
Chevron Corp
|
26,233 | $4,348,382 | |
| 3 | TTE |
TotalEnergies SE
|
1,212 | $94,245 | |
| 4 | BP |
Bp PLC
|
1,709 | $63,147 | |
| 5 | SHEL |
Shell plc
This page
|
423 | $32,799 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
1,155 | $18,664 | |
| 7 | SU |
Suncor Energy Inc
|
73 | $3,918 | |
| 8 | IMO |
Imperial Oil Ltd
|
10 | $1,120 |
All Filings in SHEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,799 | 423 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $39,339 | 423 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $31,082 | 423 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $34,119 | 477 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $51,188 | 727 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $53,274 | 727 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||