Position in SHEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,965
+$5,479 QoQ
Shares Held
193
+89.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,434
of 1,527 holders
Holding Since
Mar 2025
6 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, 2026Bare Financial Services, Inc holds $158,839 across 11 Oil & Gas Integrated names. SHEL ranks #4 (9.4% of the industry book) .
All Filings in SHEL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,965 | 193 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,486 | 102 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,494 | 102 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,368 | 117 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,181 | 102 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,978 | 27 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||