Position in SHEL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,163
-$232 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,511
of 1,523 holders
Holding Since
Mar 2026
2 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, 2026Nvest Wealth Strategies, Inc. holds $56,427 across 8 Oil & Gas Integrated names. SHEL ranks #4 (2.1% of the industry book) .
All Filings in SHEL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,163 | 15 | Shares | Other | 2026-07-10 | |
| 2026-03-31 | $1,395 | 15 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||