Position in SHEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$31,016
-$6,184 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,373
of 1,523 holders
Holding Since
Jun 2022
17 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $385,066 across 4 Oil & Gas Integrated names. SHEL ranks #3 (8.1% of the industry book) .
All Filings in SHEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,016 | 400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $37,200 | 400 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $55,110 | 750 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $53,647 | 750 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $52,807 | 750 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $54,960 | 750 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $46,987 | 750 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $49,462 | 750 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $54,135 | 750 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $50,280 | 750 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $49,350 | 750 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $48,285 | 750 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $66,418 | 1,100 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $60,417 | 1,050 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $42,712 | 750 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $37,320 | 750 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $637,938 | 12,200 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||