Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$618,224
+$182,147 QoQ
Shares Held
7,973
+70.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#740
of 1,523 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Modern Wealth Management, LLC holds $37,563,697 across 6 Oil & Gas Integrated names. SHEL ranks #4 (1.6% of the industry book) .
All Filings in SHEL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,224 | 7,973 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $436,077 | 4,689 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $505,320 | 6,877 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $448,420 | 6,269 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $427,528 | 6,072 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $473,167 | 6,457 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $399,392 | 6,375 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $401,106 | 6,082 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||