Position in SHEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$16,205
-$8,254 QoQ
Shares Held
209
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,422
of 1,523 holders
Holding Since
Mar 2026
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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $124,810 across 4 Oil & Gas Integrated names. SHEL ranks #2 (13.0% of the industry book) .
All Filings in SHEL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,205 | 209 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $24,459 | 263 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||