Position in SHEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$34,350
-$6,849 QoQ
Shares Held
443
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,365
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, 2026VALLEY NATIONAL ADVISERS INC holds $552,287 across 5 Oil & Gas Integrated names. SHEL ranks #4 (6.2% of the industry book) .
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,350 | 443 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $41,199 | 443 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $32,551 | 443 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $30,972 | 433 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $31,191 | 443 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $37,665 | 514 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $27,753 | 443 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2 | 43 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $9,383 | 130 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,715 | 130 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $27,175 | 413 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $8,369 | 130 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,849 | 130 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,480 | 130 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $7,403 | 130 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $6,468 | 130 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,797 | 130 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $7,140 | 130 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||