Position in SHEL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$394,601
-$134,011 QoQ
Shares Held
5,089
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#917
of 1,527 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Soltis Investment Advisors LLC holds $18,975,523 across 4 Oil & Gas Integrated names. SHEL ranks #3 (2.1% of the industry book) .
All Filings in SHEL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,601 | 5,089 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $528,612 | 5,684 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $222,497 | 3,028 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $240,984 | 3,369 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $588,627 | 8,360 | Shares | Sole | 2025-08-06 | |
| 2024-09-30 | $245,465 | 3,722 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $4,515,652 | 62,561 | Shares | Sole | 2024-08-12 | |
| 2023-06-30 | $231,496 | 3,834 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||