Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$309,927
+$284,568 QoQ
Shares Held
3,997
+851.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,016
of 1,527 holders
Holding Since
Mar 2022
7 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, 2026Heritage Wealth Advisors holds $6,139,526 across 4 Oil & Gas Integrated names. SHEL ranks #3 (5.0% of the industry book) .
All Filings in SHEL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,927 | 3,997 | Shares | Sole | 2026-08-14 | |
| 2023-06-30 | $25,359 | 420 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $24,166 | 420 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $23,919 | 420 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $20,899 | 420 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $21,961 | 420 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $23,070 | 420 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||