Position in SHEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$382,272
-$125,880 QoQ
Shares Held
4,930
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#924
of 1,523 holders
Holding Since
Dec 2023
6 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, 2026OneAscent Financial Services LLC holds $4,981,605 across 5 Oil & Gas Integrated names. SHEL ranks #3 (7.7% of the industry book) .
All Filings in SHEL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,272 | 4,930 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $508,152 | 5,464 | Shares | Sole | 2026-04-21 | |
| 2025-06-30 | $281,710 | 4,001 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $573,342 | 7,824 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $223,779 | 3,338 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $206,019 | 3,131 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||