Smallwood Wealth Investment Management, LLC

Position in SHEL — Shell plc

CIK 1921304 RED BANK, NJ

Position in SHEL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$23,262

-$4,638 QoQ

Shares Held

300

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,402

of 1,527 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $2,467,515 across 6 Oil & Gas Integrated names. SHEL ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	12,577	$1,719,527
2	CVX	Chevron Corp	4,255	$705,308
3	SHEL	Shell plc This page	300	$23,262
4	TTE	TotalEnergies SE	200	$15,552
5	SU	Suncor Energy Inc	50	$2,684
6	BP	Bp PLC	32	$1,182

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,262	300	0.0%	Shares	Sole	2026-07-23
2026-03-31	$27,900	300	0.0%	Shares	Sole	2026-04-22
2025-12-31	$22,044	300	0.0%	Shares	Sole	2026-01-23
2025-09-30	$21,459	300	-4.2%	Shares	Sole	2025-10-17
2025-06-30	$22,038	313	+4.3%	Shares	Sole	2025-10-03
2025-03-31	$21,984	300	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.