Position in SHEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,029,265
-$205,124 QoQ
Shares Held
13,274
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#562
of 1,527 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $20,025,100 across 5 Oil & Gas Integrated names. SHEL ranks #4 (5.1% of the industry book) .
All Filings in SHEL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,265 | 13,274 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,234,389 | 13,273 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $966,115 | 13,148 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $835,684 | 11,683 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $703,043 | 9,985 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $616,284 | 8,410 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $489,672 | 7,816 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $524,302 | 7,950 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $627,460 | 8,693 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $474,576 | 7,079 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $484,617 | 7,365 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $513,816 | 7,981 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $286,140 | 4,739 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $235,856 | 4,099 | Shares | Sole | 2023-04-12 | |
| 2022-09-30 | $214,714 | 4,315 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||