Position in SHEL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$682,662
+$461,043 QoQ
Shares Held
8,804
+269.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#689
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, 2026Confluence Wealth Services, Inc. holds $15,167,279 across 4 Oil & Gas Integrated names. SHEL ranks #2 (4.5% 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 | $682,662 | 8,804 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $221,619 | 2,383 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $200,820 | 2,733 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $226,463 | 3,166 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $228,198 | 3,241 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $270,989 | 3,698 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $231,679 | 3,698 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $253,116 | 3,838 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $279,986 | 3,879 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $284,785 | 4,248 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $332,421 | 5,052 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $340,183 | 5,284 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $290,608 | 4,813 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $280,392 | 4,873 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $261,571 | 4,593 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $257,159 | 5,168 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $318,707 | 6,095 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $347,432 | 6,325 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||