Position in SHEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$515,718
-$588,006 QoQ
Shares Held
6,651
-44.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#808
of 1,527 holders
Holding Since
Dec 2024
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, 2026Avantra Family Wealth, Inc. holds $1,754,766 across 3 Oil & Gas Integrated names. SHEL ranks #2 (29.4% 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 | $515,718 | 6,651 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,103,724 | 11,868 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,114,912 | 15,173 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,056,140 | 14,765 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $974,122 | 13,835 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $976,162 | 13,321 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $814,199 | 12,996 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||