Position in SHEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,676
+$794 QoQ
Shares Held
99
+33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,468
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, 2026Aventura Private Wealth, LLC holds $568,980 across 10 Oil & Gas Integrated names. SHEL ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
2,461 | $407,935 | |
| 2 | TTE |
TotalEnergies SE
|
661 | $51,399 | |
| 3 | BP |
Bp PLC
|
1,352 | $49,956 | |
| 4 | CVE |
Cenovus Energy Inc.
|
1,189 | $29,499 | |
| 5 | EQNR |
Equinor ASA
|
272 | $8,540 | |
| 6 | SHEL |
Shell plc
This page
|
99 | $7,676 | |
| 7 | YPF |
Ypf Sociedad Anonima
|
145 | $6,593 | |
| 8 | TGS |
Gas Transporter Of The South Inc
|
110 | $3,270 |
All Filings in SHEL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,676 | 99 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,882 | 74 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,437 | 74 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $5,293 | 74 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $5,210 | 74 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $1,172 | 16 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $1,002 | 16 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||