Position in SHEL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$26,751
+$3,966 QoQ
Shares Held
345
+40.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,388
of 1,523 holders
Holding Since
Jun 2023
13 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, 2026Abound Wealth Management holds $588,126 across 10 Oil & Gas Integrated names. SHEL ranks #3 (4.5% of the industry book) .
All Filings in SHEL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,751 | 345 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $22,785 | 245 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $20,647 | 281 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $24,963 | 349 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,830 | 26 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,905 | 26 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,896 | 142 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,835 | 43 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,103 | 43 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,754 | 56 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $3,684 | 56 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $3,605 | 56 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $3,381 | 56 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||