Position in SHEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$57,457
-$11,456 QoQ
Shares Held
741
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,323
of 1,527 holders
Holding Since
Jun 2023
13 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, 2026TFC Financial Management, Inc. holds $6,229,386 across 4 Oil & Gas Integrated names. SHEL ranks #3 (0.9% of the industry book) .
All Filings in SHEL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,457 | 741 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $68,913 | 741 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $69,879 | 951 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $53,003 | 741 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $52,173 | 741 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $54,300 | 741 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $46,423 | 741 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $48,868 | 741 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $53,485 | 741 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $49,676 | 741 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $48,757 | 741 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $49,765 | 773 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $44,741 | 741 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||