Position in SHEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$846,736
-$159,989 QoQ
Shares Held
10,920
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#620
of 1,523 holders
Holding Since
Mar 2024
10 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, 2026Gratus Wealth Advisors, LLC holds $2,393,638 across 4 Oil & Gas Integrated names. SHEL ranks #2 (35.4% of the industry book) .
All Filings in SHEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,736 | 10,920 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,006,725 | 10,825 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $849,575 | 11,562 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $815,084 | 11,395 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $807,039 | 11,462 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $849,315 | 11,590 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $729,872 | 11,650 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $787,377 | 11,939 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $779,760 | 10,803 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $694,199 | 10,355 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||