Position in SHEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,177,677
-$340,641 QoQ
Shares Held
15,188
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#528
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $21,048,892 across 8 Oil & Gas Integrated names. SHEL ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
67,576 | $9,238,990 | |
| 2 | CVX |
Chevron Corp
|
50,841 | $8,427,404 | |
| 3 | SHEL |
Shell plc
This page
|
15,188 | $1,177,677 | |
| 4 | TTE |
TotalEnergies SE
|
11,338 | $881,642 | |
| 5 | BP |
Bp PLC
|
13,834 | $511,166 | |
| 6 | SU |
Suncor Energy Inc
|
7,060 | $378,980 | |
| 7 | E |
Eni Spa
|
4,692 | $219,867 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
13,191 | $213,166 |
All Filings in SHEL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,177,677 | 15,188 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,518,318 | 16,326 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,193,829 | 16,247 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,157,212 | 16,178 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,073,470 | 15,246 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,161,634 | 15,852 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $554,139 | 8,845 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||