Position in SHEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$831,228
-$548,334 QoQ
Shares Held
10,720
-27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#627
of 1,523 holders
Holding Since
Sep 2023
12 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, 2026Gateway Wealth Partners, LLC holds $5,527,690 across 5 Oil & Gas Integrated names. SHEL ranks #3 (15.0% of the industry book) .
All Filings in SHEL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $831,228 | 10,720 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,379,562 | 14,834 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $334,407 | 4,551 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $290,697 | 4,064 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $296,214 | 4,207 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $301,473 | 4,114 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $257,679 | 4,113 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $287,607 | 4,361 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $311,095 | 4,310 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $312,339 | 4,659 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $316,498 | 4,810 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $259,258 | 4,027 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||