Position in SHEL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$403,130
-$93,862 QoQ
Shares Held
5,199
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#904
of 1,523 holders
Holding Since
Jun 2023
13 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, 2026Lantz Financial LLC holds $10,479,022 across 5 Oil & Gas Integrated names. SHEL ranks #5 (3.8% of the industry book) .
All Filings in SHEL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,130 | 5,199 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $496,992 | 5,344 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $370,927 | 5,048 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $360,082 | 5,034 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $348,740 | 4,953 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $366,912 | 5,007 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $311,934 | 4,979 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $321,704 | 4,878 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $354,692 | 4,914 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $320,786 | 4,785 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $285,045 | 4,332 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $242,197 | 3,762 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $201,246 | 3,333 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||