Position in SHEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,810
-$256 QoQ
Shares Held
191
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,432
of 1,523 holders
Holding Since
Mar 2022
8 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $259,518 across 8 Oil & Gas Integrated names. SHEL ranks #4 (5.7% of the industry book) .
All Filings in SHEL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,810 | 191 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $15,066 | 162 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,903 | 162 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,587 | 162 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $11,406 | 162 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,897 | 176 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $10,149 | 162 | Shares | Sole | 2025-07-17 | |
| 2022-03-31 | $232,958 | 4,241 | Shares | Other | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||