Position in SHEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,665
-$4,839 QoQ
Shares Held
331
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,392
of 1,523 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026MPWM ADVISORY SOLUTIONS, LLC holds $133,124 across 5 Oil & Gas Integrated names. SHEL ranks #2 (19.3% 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 | $25,665 | 331 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $30,504 | 328 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $23,881 | 325 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,032 | 322 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,460 | 319 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,988 | 341 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,175 | 338 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||