Position in SHEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$494,472
+$448,995 QoQ
Shares Held
6,377
+1204.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#826
of 1,527 holders
Holding Since
Mar 2022
18 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, 2026SOA Wealth Advisors, LLC. holds $1,158,295 across 4 Oil & Gas Integrated names. SHEL ranks #2 (42.7% of the industry book) .
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,472 | 6,377 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $45,477 | 489 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $35,931 | 489 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $34,978 | 489 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $58,933 | 837 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $61,335 | 837 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $52,438 | 837 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $53,749 | 815 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $58,826 | 815 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $54,637 | 815 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $53,561 | 814 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $52,340 | 813 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $49,028 | 812 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $46,780 | 813 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $46,243 | 812 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $40,305 | 810 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $42,302 | 809 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $44,438 | 809 | Shares | Sole | 2022-04-07 | |
| No filing history on record for this holder in this stock. | ||||||