Position in SHEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,718,131
-$342,563 QoQ
Shares Held
22,158
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#430
of 1,527 holders
Holding Since
Dec 2024
7 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, 2026RFG - Bristol Wealth Advisors, LLC holds $7,900,631 across 4 Oil & Gas Integrated names. SHEL ranks #3 (21.7% 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 | $1,718,131 | 22,158 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,060,694 | 22,158 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,628,169 | 22,158 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,692,256 | 23,658 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,665,759 | 23,658 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,349,869 | 32,067 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,008,997 | 32,067 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||