D.A. DAVIDSON & CO.

Position in SHEL — Shell plc

CIK 1080107 GREAT FALLS, MT

Position in SHEL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$11,705,748

-$2,611,137 QoQ

Shares Held

150,964

-1.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#160

of 1,523 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $142,606,525 across 6 Oil & Gas Integrated names. SHEL ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	390,684	$64,759,779
2	XOM	ExxonMobil Holdings Corp	397,652	$54,366,981
3	SHEL	Shell plc This page	150,964	$11,705,748
4	TTE	TotalEnergies SE	97,099	$7,550,418
5	BP	Bp PLC	96,516	$3,566,266
6	IMO	Imperial Oil Ltd	5,868	$657,333

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,705,748	150,964	-1.9%	Shares	Sole	2026-07-24
2026-03-31	$14,316,885	153,945	-3.3%	Shares	Sole	2026-05-05
2025-12-31	$11,701,910	159,253	-10.9%	Shares	Sole	2026-01-29
2025-09-30	$12,791,638	178,829	-1.4%	Shares	Sole	2025-10-22
2025-06-30	$12,764,769	181,292	-2.3%	Shares	Sole	2025-07-30
2025-03-31	$13,604,138	185,646	+3.5%	Shares	Sole	2025-04-28
2024-12-31	$11,240,161	179,412	+5.8%	Shares	Sole	2025-01-31
2024-09-30	$11,179,118	169,509	-2.5%	Shares	Sole	2024-11-13
2024-06-30	$12,552,535	173,906	-4.9%	Shares	Sole	2024-08-01
2024-03-31	$12,258,800	182,858	+1.3%	Shares	Sole	2024-05-13
2023-12-31	$11,875,715	180,482	-1.0%	Shares	Sole	2024-02-09
2023-09-30	$11,730,937	182,214	-2.0%	Shares	Sole	2023-11-08
2023-06-30	$11,223,072	185,874	+5.0%	Shares	Sole	2023-08-11
2023-03-31	$10,184,695	177,002	+5.1%	Shares	Sole	2023-04-25
2022-12-31	$9,587,247	168,345	-5.8%	Shares	Sole	2023-02-03
2022-09-30	$8,893,107	178,720	+5.7%	Shares	Sole	2022-11-07
2022-06-30	$8,839,519	169,048	+10.1%	Shares	Sole	2022-07-28
2022-03-31	$8,436,094	153,579	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.