Position in SHEL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$10,157
+$4,484 QoQ
Shares Held
131
+114.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,452
of 1,523 holders
Holding Since
Jun 2022
7 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, 2026CX Institutional holds $3,032,302 across 4 Oil & Gas Integrated names. SHEL ranks #3 (0.3% of the industry book) .
All Filings in SHEL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,157 | 131 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $5,673 | 61 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $6,907 | 94 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $52,431 | 733 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $78,225 | 1,111 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $80,681 | 1,101 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $13,072 | 250 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||