Position in SHEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$273,018
-$54,435 QoQ
Shares Held
3,521
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,086
of 1,523 holders
Holding Since
Dec 2022
15 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, 2026Weinberger Asset Management, Inc holds $1,087,035 across 3 Oil & Gas Integrated names. SHEL ranks #3 (25.1% of the industry book) .
All Filings in SHEL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,018 | 3,521 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $327,453 | 3,521 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $258,723 | 3,521 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $251,857 | 3,521 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $247,913 | 3,521 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $258,018 | 3,521 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $220,590 | 3,521 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $232,209 | 3,521 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $254,145 | 3,521 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $236,047 | 3,521 | Shares | Sole | 2025-02-04 | |
| 2023-12-31 | $231,681 | 3,521 | Shares | Sole | 2025-02-04 | |
| 2023-09-30 | $226,681 | 3,521 | Shares | Sole | 2025-02-04 | |
| 2023-06-30 | $212,597 | 3,521 | Shares | Sole | 2025-02-04 | |
| 2023-03-31 | $202,598 | 3,521 | Shares | Sole | 2025-02-04 | |
| 2022-12-31 | $200,520 | 3,521 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||