Position in SHEL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$207,574
-$234,548 QoQ
Shares Held
2,677
-43.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,206
of 1,523 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, 2026Baron Wealth Management LLC holds $1,703,450 across 4 Oil & Gas Integrated names. SHEL ranks #4 (12.2% 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 | $207,574 | 2,677 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $442,122 | 4,754 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $349,323 | 4,754 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $340,053 | 4,754 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $337,615 | 4,795 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $451,038 | 6,155 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $514,356 | 8,210 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $541,449 | 8,210 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $587,978 | 8,146 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $438,642 | 6,543 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $430,529 | 6,543 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $401,409 | 6,235 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $334,565 | 5,541 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $312,729 | 5,435 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $303,885 | 5,336 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||