Position in SHEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$379,635
-$42,678 QoQ
Shares Held
4,896
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#928
of 1,523 holders
Holding Since
Sep 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Keystone Financial Group holds $11,558,535 across 3 Oil & Gas Integrated names. SHEL ranks #3 (3.3% of the industry book) .
All Filings in SHEL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,635 | 4,896 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $422,313 | 4,541 | Shares | Sole | 2026-05-13 | |
| 2023-09-30 | $202,410 | 3,144 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||