Position in SHEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$335,360
+$94,304 QoQ
Shares Held
4,325
+66.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#975
of 1,523 holders
Holding Since
Mar 2026
2 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $3,045,409 across 3 Oil & Gas Integrated names. SHEL ranks #2 (11.0% of the industry book) .
All Filings in SHEL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,360 | 4,325 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $241,056 | 2,592 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||