Position in SHEL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,716
-$11,929 QoQ
Shares Held
164
-38.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,436
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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $5,074,479 across 5 Oil & Gas Integrated names. SHEL ranks #4 (0.3% 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 | $12,716 | 164 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $24,645 | 265 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,977 | 163 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,659 | 163 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,010 | 270 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $27,406 | 374 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $34,206 | 546 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $36,734 | 557 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $39,915 | 553 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $26,950 | 402 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $26,188 | 398 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $32,061 | 498 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $29,767 | 493 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $28,079 | 488 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $27,506 | 483 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $23,835 | 479 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $24,785 | 474 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $27,574 | 502 | Shares | Sole | 2022-04-15 | |
| No filing history on record for this holder in this stock. | ||||||