Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$119,566
-$48,113 QoQ
Shares Held
1,542
-14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,264
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, 2026Medallion Wealth Advisors, LLC holds $2,188,280 across 6 Oil & Gas Integrated names. SHEL ranks #4 (5.5% of the industry book) .
All Filings in SHEL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,566 | 1,542 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $167,679 | 1,803 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $132,409 | 1,802 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $207,506 | 2,901 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $216,720 | 3,078 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $225,407 | 3,076 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $192,709 | 3,076 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||