Position in SHEL
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$82,580
-$16,186 QoQ
Shares Held
1,065
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,294
of 1,527 holders
Holding Since
Dec 2024
7 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, 2026Roxbury Financial LLC holds $1,796,844 across 7 Oil & Gas Integrated names. SHEL ranks #4 (4.6% of the industry book) .
All Filings in SHEL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,580 | 1,065 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $98,766 | 1,062 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $78,035 | 1,062 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $75,678 | 1,058 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $74,212 | 1,054 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $76,724 | 1,047 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $65,281 | 1,042 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||