Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$487,493
-$127,330 QoQ
Shares Held
6,287
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#832
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $29,217,393 across 6 Oil & Gas Integrated names. SHEL ranks #3 (1.7% of the industry book) .
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,493 | 6,287 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $614,823 | 6,611 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $417,954 | 5,688 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $334,474 | 4,676 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $317,901 | 4,515 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $514,059 | 7,015 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $594,485 | 9,489 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $629,228 | 9,541 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $812,097 | 11,251 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $741,663 | 11,063 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $800,720 | 12,169 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $715,133 | 11,108 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $712,363 | 11,798 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $820,347 | 14,257 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $803,792 | 14,114 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $743,016 | 14,932 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $926,003 | 17,709 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,120,022 | 20,390 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||