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Westover Capital Advisors, LLC

Position in SHEL — Shell plc

CIK 1483467 WILMINGTON, DE

Position in SHEL

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$209,358
-$41,742 QoQ
Shares Held
2,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,202
of 1,523 holders
Holding Since
Jun 2024
4 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, 2026

Westover Capital Advisors, LLC holds $7,036,021 across 4 Oil & Gas Integrated names. SHEL ranks #3 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SHEL
Shell plc
This page
2,700 $209,358

All Filings in SHEL

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $209,358 2,700
2026-03-31 $251,100 2,700
2024-09-30 $461,650 7,000
2024-06-30 $505,260 7,000