Position in SHEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$368,702
-$627,235 QoQ
Shares Held
4,755
-55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#943
of 1,527 holders
Holding Since
Jun 2023
8 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, 2026Fiduciary Alliance LLC holds $10,954,983 across 4 Oil & Gas Integrated names. SHEL ranks #3 (3.4% of the industry book) .
All Filings in SHEL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,702 | 4,755 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $995,937 | 10,709 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,540,434 | 20,964 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,934,457 | 27,044 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,549,757 | 36,213 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,648,412 | 36,141 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,214,614 | 35,349 | Shares | Sole | 2025-01-13 | |
| 2023-06-30 | $22,461 | 372 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||