Position in SHEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$292,791
-$52,797 QoQ
Shares Held
3,776
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,053
of 1,523 holders
Holding Since
Dec 2023
9 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, 2026NWF Advisory Services Inc. holds $5,617,413 across 3 Oil & Gas Integrated names. SHEL ranks #3 (5.2% of the industry book) .
All Filings in SHEL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,791 | 3,776 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $345,588 | 3,716 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $382,389 | 5,204 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $368,451 | 5,151 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $297,271 | 4,222 | Shares | Sole | 2025-09-09 | |
| 2024-09-30 | $258,128 | 3,914 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $274,717 | 3,806 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $247,913 | 3,698 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $223,654 | 3,399 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||