Position in SHEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$279,531
-$55,734 QoQ
Shares Held
3,605
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,075
of 1,523 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026CRA Financial Services, LLC holds $8,489,995 across 4 Oil & Gas Integrated names. SHEL ranks #3 (3.3% of the industry book) .
All Filings in SHEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,531 | 3,605 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $335,265 | 3,605 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $264,895 | 3,605 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $257,865 | 3,605 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $253,828 | 3,605 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $264,174 | 3,605 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $225,853 | 3,605 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $237,749 | 3,605 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $260,208 | 3,605 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $285,255 | 4,255 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $279,979 | 4,255 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $273,936 | 4,255 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $256,916 | 4,255 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $244,832 | 4,255 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $242,322 | 4,255 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $211,728 | 4,255 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $222,493 | 4,255 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||