SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in SHEL — Shell plc
CIK 1080576
JACKSON, TN
Position in SHEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$214,165
-$43,817 QoQ
Shares Held
2,762
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,192
of 1,527 holders
Holding Since
Jun 2025
5 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, 2026SILVER OAK SECURITIES, INCORPORATED holds $3,486,340 across 4 Oil & Gas Integrated names. SHEL ranks #4 (6.1% of the industry book) .
All Filings in SHEL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,165 | 2,762 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $257,982 | 2,774 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $247,627 | 3,370 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $232,472 | 3,250 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $243,125 | 3,453 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||