Position in SHEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,138,364
-$226,318 QoQ
Shares Held
14,681
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#539
of 1,527 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $17,278,083 across 4 Oil & Gas Integrated names. SHEL ranks #4 (6.6% of the industry book) .
All Filings in SHEL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,138,364 | 14,681 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,364,682 | 14,674 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,074,057 | 14,617 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,045,554 | 14,617 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,037,772 | 14,739 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,085,276 | 14,810 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $919,764 | 14,681 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $968,211 | 14,681 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,061,695 | 14,709 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $986,962 | 14,722 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $967,918 | 14,710 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $947,029 | 14,710 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $886,559 | 14,683 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $862,754 | 14,994 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $853,908 | 14,994 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||