Position in SHEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$564,801
-$154,182 QoQ
Shares Held
7,284
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#770
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Derivatives in SHEL
reported options exposure · as of Dec 31, 2022CallValue
$227
CallShares
4
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Kovack Advisors, Inc. holds $17,401,802 across 5 Oil & Gas Integrated names. SHEL ranks #4 (3.2% of the industry book) .
All Filings in SHEL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,801 | 7,284 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $718,983 | 7,731 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $582,769 | 7,931 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $468,163 | 6,545 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $482,942 | 6,859 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $591,003 | 8,065 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $510,033 | 8,141 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $549,231 | 8,328 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $621,758 | 8,614 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $585,393 | 8,732 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $583,053 | 8,861 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $700,583 | 10,882 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $696,121 | 11,529 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $862,582 | 14,991 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $227 | 4 | Call | Sole | 2023-02-22 | |
| 2022-12-31 | $742,115 | 13,031 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $199 | 4 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $656,881 | 13,201 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $209 | 4 | Call | Sole | 2022-08-10 | |
| 2022-06-30 | $680,763 | 13,019 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $657,731 | 11,974 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $274 | 5 | Call | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||