Position in SHEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$276,507
-$50,667 QoQ
Shares Held
3,566
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,081
of 1,523 holders
Holding Since
Dec 2024
7 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, 2026Berger Financial Group, Inc holds $3,443,002 across 3 Oil & Gas Integrated names. SHEL ranks #3 (8.0% of the industry book) .
All Filings in SHEL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,507 | 3,566 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $327,174 | 3,518 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $258,576 | 3,519 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $251,642 | 3,518 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $266,079 | 3,779 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $276,705 | 3,776 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $236,378 | 3,773 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||