Position in SHEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$209,358
-$41,742 QoQ
Shares Held
2,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,202
of 1,523 holders
Holding Since
Jun 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, 2026Westover Capital Advisors, LLC holds $7,036,021 across 4 Oil & Gas Integrated names. SHEL ranks #3 (3.0% of the industry book) .
All Filings in SHEL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,358 | 2,700 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $251,100 | 2,700 | Shares | Sole | 2026-05-05 | |
| 2024-09-30 | $461,650 | 7,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $505,260 | 7,000 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||