Position in SHEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$64,203
-$1,269 QoQ
Shares Held
828
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,310
of 1,523 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $1,204,174 across 9 Oil & Gas Integrated names. SHEL ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
5,774 | $789,421 | |
| 2 | CVX |
Chevron Corp
|
1,888 | $312,954 | |
| 3 | SHEL |
Shell plc
This page
|
828 | $64,203 | |
| 4 | BP |
Bp PLC
|
495 | $18,290 | |
| 5 | EQNR |
Equinor ASA
|
435 | $13,659 | |
| 6 | NFG |
National Fuel Gas Co
|
36 | $2,779 | |
| 7 | E |
Eni Spa
|
29 | $1,358 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
49 | $791 |
All Filings in SHEL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,203 | 828 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $65,472 | 704 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $46,071 | 627 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,341 | 550 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $40,837 | 580 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,502 | 580 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,127 | 18 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $60,608 | 919 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $77,592 | 1,075 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||