Position in SHEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$257,277
-$51,297 QoQ
Shares Held
3,318
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,117
of 1,527 holders
Holding Since
Sep 2025
4 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, 2026Financial & Tax Architects, LLC holds $8,082,243 across 4 Oil & Gas Integrated names. SHEL ranks #4 (3.2% of the industry book) .
All Filings in SHEL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,277 | 3,318 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $308,574 | 3,318 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $243,806 | 3,318 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $237,336 | 3,318 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||