Position in SHEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,960,676
-$259,234 QoQ
Shares Held
25,286
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#403
of 1,527 holders
Holding Since
Mar 2024
10 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, 2026Prosperity Consulting Group, LLC holds $14,285,128 across 7 Oil & Gas Integrated names. SHEL ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
60,128 | $8,220,700 | |
| 2 | SHEL |
Shell plc
This page
|
25,286 | $1,960,676 | |
| 3 | CVX |
Chevron Corp
|
11,693 | $1,938,231 | |
| 4 | BP |
Bp PLC
|
38,470 | $1,421,466 | |
| 5 | TTE |
TotalEnergies SE
|
4,230 | $328,924 | |
| 6 | CVE |
Cenovus Energy Inc.
|
8,554 | $212,224 | |
| 7 | NFG |
National Fuel Gas Co
|
2,628 | $202,907 |
All Filings in SHEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,960,676 | 25,286 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,219,910 | 23,870 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,847,287 | 25,140 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,720,081 | 24,047 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,713,920 | 24,342 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,797,998 | 24,536 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,603,150 | 25,589 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,765,547 | 26,771 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,095,024 | 29,025 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,292,768 | 34,200 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||