Position in SHEL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$155
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,520
of 1,523 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Copia Wealth Management holds $106,847 across 6 Oil & Gas Integrated names. SHEL ranks #6 (0.1% of the industry book) .
All Filings in SHEL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155 | 2 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||