Position in SHEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$439,729
-$47,219 QoQ
Shares Held
5,671
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#879
of 1,527 holders
Holding Since
Mar 2024
10 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, 2026Essex Financial Services, Inc. holds $27,478,136 across 5 Oil & Gas Integrated names. SHEL ranks #3 (1.6% of the industry book) .
All Filings in SHEL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,729 | 5,671 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $486,948 | 5,236 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $387,460 | 5,273 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $342,127 | 4,783 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $324,871 | 4,614 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $520,727 | 7,106 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $307,423 | 4,907 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $331,398 | 5,025 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $532,471 | 7,377 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $200,449 | 2,990 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||