Portside Wealth Group, LLC

Position in SHEL — Shell plc

CIK 1978608 Provo, UT

Position in SHEL

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$3,295,914

-$457,752 QoQ

Shares Held

42,506

+5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#313

of 1,523 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Portside Wealth Group, LLC holds $11,257,783 across 6 Oil & Gas Integrated names. SHEL ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	25,540	$4,233,509
2	SHEL	Shell plc This page	42,506	$3,295,914
3	XOM	ExxonMobil Holdings Corp	18,670	$2,552,562
4	TTE	TotalEnergies SE	8,243	$640,975
5	BP	Bp PLC	8,939	$330,295
6	NFG	National Fuel Gas Co	2,649	$204,528

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,295,914	42,506	+5.3%	Shares	Sole	2026-07-14
2026-03-31	$3,753,666	40,362	+4.1%	Shares	Sole	2026-05-12
2025-12-31	$2,849,700	38,782	+2.7%	Shares	Sole	2026-01-21
2025-09-30	$2,701,472	37,767	+4.5%	Shares	Other	2025-11-05
2025-06-30	$2,545,814	36,157	+2.3%	Shares	Sole	2025-08-11
2025-03-31	$2,591,180	35,360	+29.9%	Shares	Sole	2025-04-14
2024-12-31	$1,705,959	27,230	-1.6%	Shares	Other	2025-04-14
2024-09-30	$1,825,494	27,680	-6.3%	Shares	Other	2024-10-31
2024-06-30	$2,131,258	29,527	-3.9%	Shares	Other	2024-07-18
2024-03-31	$2,058,798	30,710	+0.8%	Shares	Other	2024-04-17
2023-12-31	$2,005,584	30,480	-2.5%	Shares	Other	2024-01-16
2023-09-30	$2,011,810	31,249	-9.8%	Shares	Other	2023-10-27
2023-06-30	$2,092,710	34,659	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.