Position in SHEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$260,999
+$37,706 QoQ
Shares Held
3,366
+40.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,108
of 1,527 holders
Holding Since
Dec 2024
3 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, 2026NEW WAVE WEALTH ADVISORS LLC holds $1,241,313 across 3 Oil & Gas Integrated names. SHEL ranks #3 (21.0% of the industry book) .
All Filings in SHEL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,999 | 3,366 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $223,293 | 2,401 | Shares | Sole | 2026-05-04 | |
| 2024-12-31 | $160,947 | 2,569 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||