Position in SHEL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$52,882
-$10,544 QoQ
Shares Held
682
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,328
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, 2026Fourth Dimension Wealth, LLC holds $1,013,896 across 6 Oil & Gas Integrated names. SHEL ranks #2 (5.2% of the industry book) .
All Filings in SHEL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,882 | 682 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $63,426 | 682 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $50,113 | 682 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $48,783 | 682 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $48,019 | 682 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $49,976 | 682 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $42,727 | 682 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||