Position in SHEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$219,903
+$44,877 QoQ
Shares Held
2,836
+50.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,181
of 1,527 holders
Holding Since
Jun 2025
3 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $1,001,080 across 3 Oil & Gas Integrated names. SHEL ranks #3 (22.0% of the industry book) .
All Filings in SHEL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,903 | 2,836 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $175,026 | 1,882 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $65,340 | 928 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||