Position in SHEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$232
-$401 QoQ
Shares Held
3
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,519
of 1,523 holders
Holding Since
Sep 2024
4 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, 2026Financial Gravity Companies, Inc. holds $1,598,637 across 8 Oil & Gas Integrated names. SHEL ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
5,952 | $813,757 | |
| 2 | CVX |
Chevron Corp
|
3,849 | $638,010 | |
| 3 | BP |
Bp PLC
|
3,703 | $136,825 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
513 | $8,290 | |
| 5 | YPF |
Ypf Sociedad Anonima
|
21 | $954 | |
| 6 | IMO |
Imperial Oil Ltd
|
3 | $336 | |
| 7 | TTE |
TotalEnergies SE
|
3 | $233 | |
| 8 | SHEL |
Shell plc
This page
|
3 | $232 |
All Filings in SHEL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232 | 3 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $633 | 9 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $751 | 12 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $395 | 6 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||