Position in SHEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$27,526
-$2,606 QoQ
Shares Held
355
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,384
of 1,523 holders
Holding Since
Dec 2025
3 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, 2026Keating Financial Advisory Services, Inc. holds $2,284,595 across 8 Oil & Gas Integrated names. SHEL ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
10,157 | $1,388,665 | |
| 2 | CVX |
Chevron Corp
|
2,701 | $447,717 | |
| 3 | BP |
Bp PLC
|
10,567 | $390,450 | |
| 4 | SHEL |
Shell plc
This page
|
355 | $27,526 | |
| 5 | TTE |
TotalEnergies SE
|
331 | $25,738 | |
| 6 | NFG |
National Fuel Gas Co
|
25 | $1,930 | |
| 7 | E |
Eni Spa
|
30 | $1,405 | |
| 8 | DEC |
Diversified Energy Co
|
84 | $1,164 |
All Filings in SHEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,526 | 355 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $30,132 | 324 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,707 | 554 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||