B. Riley Wealth Advisors, Inc.

Position in SHEL — Shell plc

CIK 1464811 MEMPHIS, TN

Position in SHEL

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

Position Value

$823,009

-$198,689 QoQ

Shares Held

10,614

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#629

of 1,527 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $13,324,485 across 5 Oil & Gas Integrated names. SHEL ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	46,260	$6,324,667
2	CVX	Chevron Corp	26,293	$4,358,327
3	BP	Bp PLC	36,348	$1,343,058
4	SHEL	Shell plc This page	10,614	$823,009
5	TTE	TotalEnergies SE	6,114	$475,424

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$823,009	10,614	-3.4%	Shares	Sole	2026-07-14
2026-03-31	$1,021,698	10,986	-2.9%	Shares	Sole	2026-04-27
2025-12-31	$831,205	11,312	+0.7%	Shares	Sole	2026-02-17
2025-09-30	$803,353	11,231	-21.6%	Shares	Sole	2025-10-31
2025-06-30	$1,008,834	14,328	-10.7%	Shares	Sole	2025-08-19
2025-03-31	$1,175,411	16,040	-12.4%	Shares	Sole	2026-08-28
2024-12-31	$1,147,622	18,318	-5.7%	Shares	Sole	2025-02-25
2024-09-30	$1,281,474	19,431	-16.3%	Shares	Sole	2024-12-13
2024-06-30	$1,676,308	23,224	-24.8%	Shares	Sole	2024-08-19
2024-03-31	$2,071,468	30,899	+16.4%	Shares	Sole	2024-05-16
2023-12-31	$1,746,003	26,535	-14.1%	Shares	Sole	2024-03-15
2023-09-30	$1,989,277	30,899	+11.5%	Shares	Sole	2023-12-01
2023-06-30	$1,672,948	27,707	+0.6%	Shares	Sole	2023-07-27
2023-03-31	$1,585,399	27,553	+15.4%	Shares	Sole	2023-05-17
2022-12-31	$1,359,624	23,874	+3.5%	Shares	Sole	2023-03-15
2022-09-30	$1,147,613	23,063	+70.4%	Shares	Other	2022-11-22
2022-06-30	$707,900	13,538	-15.8%	Shares	Other	2022-08-12
2022-03-31	$883,219	16,079	—	Shares	Other	2022-05-02
No filing history on record for this holder in this stock.