Position in SHEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,077,961
-$223,388 QoQ
Shares Held
13,902
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#552
of 1,523 holders
Holding Since
Mar 2022
18 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $20,199,289 across 6 Oil & Gas Integrated names. SHEL ranks #4 (5.3% of the industry book) .
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,077,961 | 13,902 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,301,349 | 13,993 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $997,417 | 13,574 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,010,504 | 14,127 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $930,820 | 13,220 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $967,662 | 13,205 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $801,042 | 12,786 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $836,443 | 12,683 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $929,606 | 12,879 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $761,976 | 11,366 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $756,700 | 11,500 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $673,092 | 10,455 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $612,917 | 10,151 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $561,763 | 9,763 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $539,145 | 9,467 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $480,532 | 9,657 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $510,350 | 9,760 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $546,883 | 9,956 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||