FIRST FOUNDATION ADVISORS

Endowment

Position in SHEL — Shell plc

CIK 1086763 Irvine, CA

Position in SHEL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$329,777

-$86,956 QoQ

Shares Held

4,253

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#984

of 1,523 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $15,095,660 across 4 Oil & Gas Integrated names. SHEL ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	45,672	$6,244,274
2	CVX	Chevron Corp	26,696	$4,425,128
3	SU	Suncor Energy Inc	76,313	$4,096,481
4	SHEL	Shell plc This page	4,253	$329,777

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,777	4,253	-5.1%	Shares	Defined	2026-08-14
2026-03-31	$416,733	4,481	+36.4%	Shares	Defined	2026-05-04
2025-12-31	$241,308	3,284	-13.9%	Shares	Defined	2026-02-04
2025-03-31	$279,342	3,812	-4.9%	Shares	Sole	2025-05-08
2024-12-31	$251,037	4,007	-33.6%	Shares	Sole	2025-02-13
2024-09-30	$397,876	6,033	-12.2%	Shares	Sole	2024-11-14
2024-06-30	$495,804	6,869	-5.2%	Shares	Sole	2024-08-06
2024-03-31	$485,770	7,246	-8.9%	Shares	Sole	2024-05-10
2023-12-31	$523,438	7,955	+14.5%	Shares	Sole	2024-02-14
2023-09-30	$447,247	6,947	+3.1%	Shares	Defined	2023-11-15
2023-06-30	$406,960	6,740	+2.1%	Shares	Defined	2023-08-14
2023-03-31	$379,993	6,604	+12.2%	Shares	Sole	2023-05-12
2022-12-31	$335,150	5,885	+30.7%	Shares	Sole	2023-02-14
2022-09-30	$224,019	4,502	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.