Position in SHEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$369,943
-$111,425 QoQ
Shares Held
4,771
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#942
of 1,523 holders
Holding Since
Dec 2023
11 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, 2026Quotient Wealth Partners, LLC holds $74,606,032 across 4 Oil & Gas Integrated names. SHEL ranks #4 (0.5% of the industry book) .
All Filings in SHEL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,943 | 4,771 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $481,368 | 5,176 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $566,824 | 7,714 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $530,466 | 7,416 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $511,739 | 7,268 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $256,186 | 3,496 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $620,360 | 9,902 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $247,312 | 3,750 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $322,067 | 4,462 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $291,154 | 4,343 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $300,574 | 4,568 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||