Position in SHEL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$294,962
-$58,810 QoQ
Shares Held
3,804
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,047
of 1,523 holders
Holding Since
Mar 2022
18 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, 2026Successful Portfolios LLC holds $2,294,312 across 4 Oil & Gas Integrated names. SHEL ranks #3 (12.9% of the industry book) .
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,962 | 3,804 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $353,772 | 3,804 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $279,517 | 3,804 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $272,100 | 3,804 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $255,165 | 3,624 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $272,674 | 3,721 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $233,183 | 3,722 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $245,399 | 3,721 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $268,581 | 3,721 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $249,388 | 3,720 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $213,455 | 3,244 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $208,848 | 3,244 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $214,228 | 3,548 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $364,285 | 6,331 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $390,449 | 6,856 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $368,522 | 7,406 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $386,213 | 7,386 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $580,115 | 10,561 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||