Position in SHEL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$25,122
-$5,010 QoQ
Shares Held
324
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,394
of 1,523 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $371,391 across 3 Oil & Gas Integrated names. SHEL ranks #2 (6.8% of the industry book) .
All Filings in SHEL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,122 | 324 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $30,132 | 324 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $23,807 | 324 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $23,175 | 324 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $22,812 | 324 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $23,742 | 324 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $20,298 | 324 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $12,266 | 186 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,425 | 186 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $12,469 | 186 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $12,238 | 186 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $11,974 | 186 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $11,230 | 186 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||