Position in SHEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$374,673
-$74,610 QoQ
Shares Held
4,832
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#932
of 1,523 holders
Holding Since
Dec 2021
19 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $6,392,428 across 4 Oil & Gas Integrated names. SHEL ranks #3 (5.9% of the industry book) .
All Filings in SHEL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,673 | 4,832 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $449,283 | 4,831 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $369,677 | 5,031 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $366,948 | 5,130 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $396,337 | 5,629 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $404,065 | 5,514 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $345,452 | 5,514 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $429,598 | 6,514 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $470,180 | 6,514 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $275,802 | 4,114 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $270,701 | 4,114 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $310,375 | 4,821 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $291,091 | 4,821 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $277,400 | 4,821 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $274,555 | 4,821 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $239,892 | 4,821 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $252,090 | 4,821 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $264,817 | 4,821 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $215,047 | 4,955 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||