Position in SHEL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$26,053
-$5,195 QoQ
Shares Held
336
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,390
of 1,523 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $154,819 across 8 Oil & Gas Integrated names. SHEL ranks #2 (16.8% of the industry book) .
All Filings in SHEL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,053 | 336 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $31,248 | 336 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $19,178 | 261 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $19,527 | 273 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,658 | 265 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $19,199 | 262 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $16,289 | 260 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $16,949 | 257 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $18,333 | 254 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $16,894 | 252 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $16,384 | 249 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||