Position in SHEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$30,240
-$6,030 QoQ
Shares Held
390
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,379
of 1,523 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Provenance Wealth Advisors, LLC holds $1,197,163 across 6 Oil & Gas Integrated names. SHEL ranks #5 (2.5% 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 | $30,240 | 390 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $36,270 | 390 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $28,657 | 390 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $27,896 | 390 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,459 | 390 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $28,579 | 390 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $24,433 | 390 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $25,720 | 390 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $28,150 | 390 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $26,145 | 390 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $34,281 | 521 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||