Position in SHEL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,002
-$1,902 QoQ
Shares Held
129
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,455
of 1,523 holders
Holding Since
Dec 2024
7 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, 2026Clark Wealth Partners holds $248,624 across 4 Oil & Gas Integrated names. SHEL ranks #3 (4.0% 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 | $10,002 | 129 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,904 | 128 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,331 | 127 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,084 | 127 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $8,730 | 124 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $9,013 | 123 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $7,643 | 122 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||