Position in SHEL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$428,253
-$85,386 QoQ
Shares Held
5,523
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#888
of 1,523 holders
Holding Since
Mar 2022
12 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, 2026CFS Investment Advisory Services, LLC holds $7,745,341 across 4 Oil & Gas Integrated names. SHEL ranks #3 (5.5% of the industry book) .
All Filings in SHEL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,253 | 5,523 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $513,639 | 5,523 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $405,389 | 5,517 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $394,631 | 5,517 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $392,254 | 5,571 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $436,235 | 5,953 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $372,391 | 5,944 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $421,288 | 6,388 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $403,919 | 5,596 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $297,613 | 4,929 | Shares | Sole | 2023-07-21 | |
| 2022-06-30 | $256,221 | 4,900 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $5,000 | 269,157 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||