Position in SHEL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$656,918
-$205,192 QoQ
Shares Held
8,472
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#709
of 1,527 holders
Holding Since
Dec 2024
7 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, 2026Pines Wealth Management, LLC holds $2,031,731 across 2 Oil & Gas Integrated names. SHEL ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
8,294 | $1,374,813 | |
| 2 | SHEL |
Shell plc
This page
|
8,472 | $656,918 |
All Filings in SHEL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,918 | 8,472 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $862,110 | 9,270 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $862,508 | 11,738 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $838,546 | 11,723 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $864,986 | 12,285 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $865,510 | 11,811 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $691,843 | 11,043 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||