Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$319,077
-$63,618 QoQ
Shares Held
4,115
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,006
of 1,527 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, 2026Southeast Asset Advisors, LLC holds $27,489,637 across 4 Oil & Gas Integrated names. SHEL ranks #4 (1.2% 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 | $319,077 | 4,115 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $382,695 | 4,115 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $342,416 | 4,660 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $313,301 | 4,380 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $378,805 | 5,380 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $320,966 | 4,380 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $274,407 | 4,380 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $281,276 | 4,265 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $328,996 | 4,558 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $305,568 | 4,558 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $299,916 | 4,558 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $293,444 | 4,558 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $326,836 | 5,413 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $311,464 | 5,413 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $308,270 | 5,413 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $269,350 | 5,413 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $283,045 | 5,413 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $281,241 | 5,120 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||