True Wealth Design, LLC

Position in SHEL — Shell plc

CIK 1966033 AKRON, OH

Position in SHEL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$42,802

-$8,813 QoQ

Shares Held

552

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,341

of 1,523 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

True Wealth Design, LLC holds $500,398 across 13 Oil & Gas Integrated names. SHEL ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	1,150	$190,624
2	XOM	ExxonMobil Holdings Corp	641	$87,637
3	NFG	National Fuel Gas Co	602	$46,480
4	SHEL	Shell plc This page	552	$42,802
5	SU	Suncor Energy Inc	664	$35,643
6	BP	Bp PLC	560	$20,692
7	E	Eni Spa	440	$20,618
8	TTE	TotalEnergies SE	245	$19,051

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,802	552	-0.5%	Shares	Sole	2026-07-16
2026-03-31	$51,615	555	+62.3%	Shares	Sole	2026-04-13
2025-12-31	$25,130	342	-6.8%	Shares	Sole	2026-01-08
2025-09-30	$26,251	367	+100.5%	Shares	Sole	2025-10-21
2025-06-30	$12,885	183	+2.2%	Shares	Sole	2025-08-06
2025-03-31	$13,117	179	-13.9%	Shares	Sole	2025-05-13
2024-12-31	$13,031	208	+128.6%	Shares	Sole	2025-02-14
2024-09-30	$6,001	91	-99.3%	Shares	Sole	2024-11-14
2024-06-30	$893,588	12,380	-0.3%	Shares	Sole	2024-08-14
2024-03-31	$832,502	12,418	+2.5%	Shares	Sole	2024-05-14
2023-12-31	$797,035	12,113	-5.3%	Shares	Sole	2024-02-14
2023-09-30	$823,227	12,787	-6.4%	Shares	Sole	2023-11-13
2023-06-30	$824,609	13,657	-2.0%	Shares	Sole	2023-08-14
2023-03-31	$802,165	13,941	+1.0%	Shares	Sole	2023-05-12
2022-12-31	$786,365	13,808	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.