Position in SHEL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,692,775
-$336,671 QoQ
Shares Held
21,831
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#434
of 1,523 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)
Derivatives in SHEL
reported options exposure · as of Jun 30, 2022CallValue
$0
CallShares
0
PutValue
$1,049,355
PutShares
20,068
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Herold Advisors, Inc. holds $17,006,190 across 6 Oil & Gas Integrated names. SHEL ranks #3 (10.0% 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 | $1,692,775 | 21,831 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,029,446 | 21,822 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,602,966 | 21,815 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,559,783 | 21,806 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,534,797 | 21,798 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,534,409 | 20,939 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,311,327 | 20,931 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,386,400 | 21,022 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,516,790 | 21,014 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,414,879 | 21,105 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,375,088 | 20,898 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,340,391 | 20,820 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,304,811 | 21,610 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,271,576 | 22,099 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,252,216 | 21,988 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,043,865 | 20,978 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,049,355 | 20,068 | Put | Sole | 2022-07-15 | |
| 2022-03-31 | $1,101,731 | 20,057 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||