Position in SHEL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$647,148
-$54,723 QoQ
Shares Held
8,346
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#718
of 1,527 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $12,367,828 across 4 Oil & Gas Integrated names. SHEL ranks #4 (5.2% of the industry book) .
All Filings in SHEL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,148 | 8,346 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $701,871 | 7,547 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $676,750 | 9,210 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $661,795 | 9,252 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $246,787 | 3,505 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $247,466 | 3,377 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $224,224 | 3,579 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $481,237 | 7,297 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $854,250 | 11,835 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $614,019 | 9,159 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $523,570 | 7,957 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||