Position in SHEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,973,836
-$9,096,070 QoQ
Shares Held
77,042
-52.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#232
of 1,530 holders
Holding Since
Dec 2023
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, 2026Trek Financial, LLC holds $30,181,642 across 5 Oil & Gas Integrated names. SHEL ranks #3 (19.8% 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 | $5,973,836 | 77,042 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,069,906 | 162,042 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $360,639 | 4,908 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $278,823 | 3,960 | Shares | Sole | 2025-08-13 | |
| 2024-06-30 | $203,619 | 2,821 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $224,785 | 3,353 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $213,521 | 3,245 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||