Position in SHEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,516
+$2,752 QoQ
Shares Held
213
+43.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,422
of 1,523 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $227,298 across 10 Oil & Gas Integrated names. SHEL ranks #3 (7.3% of the industry book) .
All Filings in SHEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,516 | 213 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,764 | 148 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,744 | 119 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||