Position in SHEL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$23,494
-$5,615 QoQ
Shares Held
303
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,398
of 1,523 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, 2026Retirement Wealth Solutions LLC holds $60,317 across 5 Oil & Gas Integrated names. SHEL ranks #1 (39.0% of the industry book) .
All Filings in SHEL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,494 | 303 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $29,109 | 313 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $20,794 | 283 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $22,317 | 312 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $16,687 | 237 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $18,320 | 250 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $15,662 | 250 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||