Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$396,074
-$434,044 QoQ
Shares Held
5,108
-42.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#912
of 1,523 holders
Holding Since
Dec 2022
15 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, 2026Foundations Investment Advisors, LLC holds $41,227,112 across 5 Oil & Gas Integrated names. SHEL ranks #5 (1.0% of the industry book) .
All Filings in SHEL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,074 | 5,108 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $830,118 | 8,926 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $262,323 | 3,570 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $420,954 | 5,885 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $418,235 | 5,940 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $296,710 | 4,049 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $249,848 | 3,988 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $273,164 | 4,142 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $252,702 | 3,501 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $246,908 | 3,683 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $227,602 | 3,459 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $316,749 | 4,920 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $234,636 | 3,886 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $206,568 | 3,590 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $230,818 | 4,053 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||