Position in SHEL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,240
-$25,931 QoQ
Shares Held
16
-96.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,509
of 1,523 holders
Holding Since
Jun 2023
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, 2026Buck Wealth Strategies, LLC holds $572,471 across 8 Oil & Gas Integrated names. SHEL ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
3,243 | $537,559 | |
| 2 | TTE |
TotalEnergies SE
|
260 | $20,217 | |
| 3 | BP |
Bp PLC
|
221 | $8,165 | |
| 4 | EQNR |
Equinor ASA
|
62 | $1,946 | |
| 5 | E |
Eni Spa
|
30 | $1,405 | |
| 6 | SU |
Suncor Energy Inc
|
25 | $1,342 | |
| 7 | SHEL |
Shell plc
This page
|
16 | $1,240 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
37 | $597 |
All Filings in SHEL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,240 | 16 | Shares | Sole | 2026-07-30 | |
| 2023-06-30 | $27,171 | 450 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||