Position in SHEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$192,299
-$38,341 QoQ
Shares Held
2,480
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,230
of 1,523 holders
Holding Since
Mar 2022
17 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, 2026DELTA ASSET MANAGEMENT LLC/TN holds $10,853,727 across 6 Oil & Gas Integrated names. SHEL ranks #3 (1.8% of the industry book) .
All Filings in SHEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,299 | 2,480 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $230,640 | 2,480 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $182,230 | 2,480 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $177,394 | 2,480 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $174,616 | 2,480 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $181,734 | 2,480 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $155,372 | 2,480 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $233,792 | 3,545 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $256,022 | 3,547 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $237,790 | 3,547 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $233,392 | 3,547 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $229,836 | 3,570 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $215,556 | 3,570 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $205,417 | 3,570 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $203,311 | 3,570 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $204,087 | 3,903 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $216,863 | 3,948 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||