Position in SHEL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$668,317
-$120,230 QoQ
Shares Held
8,619
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#698
of 1,523 holders
Holding Since
Mar 2025
6 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, 2026Plan A Wealth LLC holds $1,833,814 across 3 Oil & Gas Integrated names. SHEL ranks #2 (36.4% of the industry book) .
All Filings in SHEL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,317 | 8,619 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $788,547 | 8,479 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $619,289 | 8,428 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $602,497 | 8,423 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $536,665 | 7,622 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $301,327 | 4,112 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||