Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$305,507
-$59,518 QoQ
Shares Held
3,940
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,021
of 1,523 holders
Holding Since
Dec 2025
3 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, 2026Flatrock Wealth Partners LLC holds $1,287,572 across 3 Oil & Gas Integrated names. SHEL ranks #3 (23.7% of the industry book) .
All Filings in SHEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,507 | 3,940 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $365,025 | 3,925 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $304,942 | 4,150 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||