Comprehensive Money Management Services LLC
Position in SHEL — Shell plc
CIK 2058921
CORAL GABLES, FL
Position in SHEL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$299,071
-$22,430 QoQ
Shares Held
3,857
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,036
of 1,527 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, 2026Comprehensive Money Management Services LLC holds $928,404 across 3 Oil & Gas Integrated names. SHEL ranks #3 (32.2% 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 | $299,071 | 3,857 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $321,501 | 3,457 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $290,760 | 3,957 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $283,044 | 3,957 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $278,612 | 3,957 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $305,944 | 4,175 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $261,563 | 4,175 | Shares | Sole | 2025-03-04 | |
| No filing history on record for this holder in this stock. | ||||||