Position in SHEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$155,080
+$62,080 QoQ
Shares Held
2,000
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,250
of 1,523 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $2,881,448 across 8 Oil & Gas Integrated names. SHEL ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
13,012 | $1,779,000 | |
| 2 | BP |
Bp PLC
|
14,933 | $551,774 | |
| 3 | CVX |
Chevron Corp
|
1,621 | $268,696 | |
| 4 | SHEL |
Shell plc
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|
2,000 | $155,080 | |
| 5 | NFG |
National Fuel Gas Co
|
1,555 | $120,061 | |
| 6 | SU |
Suncor Energy Inc
|
78 | $4,187 | |
| 7 | IMO |
Imperial Oil Ltd
|
14 | $1,568 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
67 | $1,082 |
All Filings in SHEL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,080 | 2,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $93,000 | 1,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $73,480 | 1,000 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $71,530 | 1,000 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||