Position in SHEL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,171
-$433 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,507
of 1,527 holders
Holding Since
Mar 2022
18 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, 2026Beaird Harris Wealth Management, LLC holds $956,000 across 3 Oil & Gas Integrated names. SHEL ranks #3 (0.2% of the industry book) .
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,171 | 28 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,604 | 28 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,057 | 28 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $5,650 | 79 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,605 | 37 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,711 | 37 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,318 | 37 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $25,984 | 394 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $51,608 | 715 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $26,413 | 394 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,478 | 448 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $4,055 | 63 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $543 | 9 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,271 | 109 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $22,438 | 394 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $447 | 9 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $470 | 9 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,493 | 100 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||