Position in SHEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$72,964
+$18,187 QoQ
Shares Held
941
+59.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,300
of 1,523 holders
Holding Since
Mar 2022
17 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, 2026Key Financial Inc holds $11,606,230 across 5 Oil & Gas Integrated names. SHEL ranks #4 (0.6% of the industry book) .
All Filings in SHEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,964 | 941 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $54,777 | 589 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $35,196 | 479 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $53,146 | 743 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $35,345 | 502 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $58,770 | 802 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $60,519 | 966 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $59,486 | 902 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $65,034 | 901 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $51,916 | 789 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $31,031 | 482 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $29,103 | 482 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $27,676 | 481 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $24,431 | 429 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $21,347 | 429 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $22,432 | 429 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $23,564 | 429 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||