Position in SHEL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$854,103
-$106,866 QoQ
Shares Held
11,015
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#617
of 1,523 holders
Holding Since
Jun 2024
8 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $38,762,182 across 10 Oil & Gas Integrated names. SHEL ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
88,098 | $14,603,124 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
106,449 | $14,553,707 | |
| 3 | EQNR |
Equinor ASA
|
60,942 | $1,913,578 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
108,984 | $1,761,181 | |
| 5 | E |
Eni Spa
|
37,066 | $1,736,912 | |
| 6 | TTE |
TotalEnergies SE
|
22,242 | $1,729,537 | |
| 7 | SU |
Suncor Energy Inc
|
16,651 | $893,825 | |
| 8 | SHEL |
Shell plc
This page
|
11,015 | $854,103 |
All Filings in SHEL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,103 | 11,015 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $960,969 | 10,333 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $320,740 | 4,365 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $242,772 | 3,394 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $245,308 | 3,484 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $249,152 | 3,400 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $205,566 | 3,117 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $260,569 | 3,610 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||