Position in SHEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$273,561
-$51,195 QoQ
Shares Held
3,528
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,083
of 1,523 holders
Holding Since
Mar 2022
14 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, 2026Fiduciary Group, LLC holds $10,162,092 across 3 Oil & Gas Integrated names. SHEL ranks #3 (2.7% of the industry book) .
All Filings in SHEL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,561 | 3,528 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $324,756 | 3,492 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $241,455 | 3,286 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $235,047 | 3,286 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $231,367 | 3,286 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $240,798 | 3,286 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $205,867 | 3,286 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $216,711 | 3,286 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $237,183 | 3,286 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $220,293 | 3,286 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $218,456 | 3,320 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $213,741 | 3,320 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $200,461 | 3,320 | Shares | Sole | 2023-07-27 | |
| 2022-03-31 | $202,471 | 3,686 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||