Position in SHEL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,021,434
-$72,432 QoQ
Shares Held
13,173
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#565
of 1,523 holders
Holding Since
Sep 2024
8 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, 2026Net Worth Advisory Group holds $3,588,111 across 6 Oil & Gas Integrated names. SHEL ranks #2 (28.5% of the industry book) .
All Filings in SHEL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021,434 | 13,173 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,093,866 | 11,762 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $883,743 | 12,027 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $690,622 | 9,655 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $565,392 | 8,030 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $564,182 | 7,699 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $512,414 | 8,179 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $697,355 | 10,574 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||