Position in SHEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,276,264
-$215,950 QoQ
Shares Held
29,356
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#373
of 1,523 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $19,407,765 across 5 Oil & Gas Integrated names. SHEL ranks #3 (11.7% of the industry book) .
All Filings in SHEL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,276,264 | 29,356 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,492,214 | 26,798 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,754,114 | 23,872 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,626,949 | 22,745 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,418,409 | 20,145 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,743,331 | 23,790 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,506,665 | 71,934 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $4,433,488 | 67,225 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,780,138 | 52,371 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,285,496 | 49,008 | Shares | Sole | 2024-05-06 | |
| 2023-03-31 | $264,396 | 4,595 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,388,270 | 24,377 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,161,497 | 23,342 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,274,934 | 24,382 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||