Position in SHEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$441,280
-$413,297 QoQ
Shares Held
5,691
-38.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#878
of 1,523 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Simplicity Wealth,LLC holds $26,793,856 across 4 Oil & Gas Integrated names. SHEL ranks #3 (1.6% of the industry book) .
All Filings in SHEL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,280 | 5,691 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $854,577 | 9,189 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $668,741 | 9,101 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $709,720 | 9,922 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $959,829 | 13,632 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $714,113 | 9,745 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $320,454 | 5,115 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $211,171 | 3,202 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $7,087,426 | 98,191 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,472,510 | 96,547 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||