Position in SHEL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$10,002
-$1,995 QoQ
Shares Held
129
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,454
of 1,523 holders
Holding Since
Mar 2023
4 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, 2026GoalVest Advisory LLC holds $1,102,691 across 2 Oil & Gas Integrated names. SHEL ranks #2 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
6,592 | $1,092,689 | |
| 2 | SHEL |
Shell plc
This page
|
129 | $10,002 |
All Filings in SHEL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,002 | 129 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $11,997 | 129 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,478 | 129 | Shares | Sole | 2026-01-05 | |
| 2023-03-31 | $0 | 0 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||