Position in SHEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$107,625
-$21,459 QoQ
Shares Held
1,388
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,272
of 1,523 holders
Holding Since
Mar 2024
10 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, 2026Tanglewood Legacy Advisors, LLC holds $2,050,483 across 4 Oil & Gas Integrated names. SHEL ranks #3 (5.2% of the industry book) .
All Filings in SHEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,625 | 1,388 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $129,084 | 1,388 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $101,990 | 1,388 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $135,048 | 1,888 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $132,934 | 1,888 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $161,802 | 2,208 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $138,331 | 2,208 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $214,205 | 3,248 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $234,440 | 3,248 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $217,745 | 3,248 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||