Position in SHEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$371,726
-$104,713 QoQ
Shares Held
4,794
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#937
of 1,523 holders
Holding Since
Mar 2023
12 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $10,351,223 across 4 Oil & Gas Integrated names. SHEL ranks #3 (3.6% of the industry book) .
All Filings in SHEL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,726 | 4,794 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $476,439 | 5,123 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $392,309 | 5,339 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $226,392 | 3,165 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $210,033 | 2,983 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $211,046 | 2,880 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $217,834 | 3,477 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $211,633 | 3,209 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $213,797 | 2,962 | Shares | Sole | 2024-07-29 | |
| 2023-09-30 | $276,190 | 4,290 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $237,293 | 3,930 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $214,624 | 3,730 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||