Position in SHEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$460,277
-$91,213 QoQ
Shares Held
5,936
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#856
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $5,738,699 across 6 Oil & Gas Integrated names. SHEL ranks #2 (8.0% of the industry book) .
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,277 | 5,936 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $551,490 | 5,930 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $383,786 | 5,223 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $369,166 | 5,161 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $360,006 | 5,113 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $361,563 | 4,934 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $307,674 | 4,911 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $380,003 | 5,762 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $435,822 | 6,038 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $376,027 | 5,609 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $385,588 | 5,860 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $338,831 | 5,263 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $286,563 | 4,746 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $269,287 | 4,680 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $256,104 | 4,497 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $203,020 | 4,080 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $241,056 | 4,610 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $280,252 | 5,102 | Shares | Defined | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||