Position in SHEL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$429,183
-$76,644 QoQ
Shares Held
5,535
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#886
of 1,527 holders
Holding Since
Dec 2023
11 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, 2026VISTA INVESTMENT PARTNERS LLC holds $22,355,145 across 5 Oil & Gas Integrated names. SHEL ranks #3 (1.9% of the industry book) .
All Filings in SHEL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,183 | 5,535 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $505,827 | 5,439 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $381,655 | 5,194 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $368,737 | 5,155 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $362,963 | 5,155 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $377,758 | 5,155 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $320,580 | 5,117 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $334,564 | 5,073 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $363,426 | 5,035 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $335,065 | 4,998 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $328,868 | 4,998 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||