Waverly Advisors, LLC

Position in SHEL — Shell plc

CIK 1568787 BIRMINGHAM, AL

Position in SHEL

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

Position Value

$31,624,456

+$22,308,088 QoQ

Shares Held

407,847

+307.1% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#93

of 1,527 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Waverly Advisors, LLC holds $120,922,893 across 8 Oil & Gas Integrated names. SHEL ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	356,925	$48,798,786
2	SHEL	Shell plc This page	407,847	$31,624,456
3	CVX	Chevron Corp	177,024	$29,343,498
4	BP	Bp PLC	227,828	$8,418,244
5	TTE	TotalEnergies SE	21,009	$1,633,659
6	SU	Suncor Energy Inc	11,667	$626,284
7	PBR	Petrobras - Petroleo Brasileiro SA	15,032	$242,917
8	CVE	Cenovus Energy Inc.	9,474	$235,049

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,624,456	407,847	+307.1%	Shares	Sole	2026-08-14
2026-03-31	$9,316,368	100,176	+39.3%	Shares	Sole	2026-05-15
2025-12-31	$5,285,416	71,930	+198.8%	Shares	Sole	2026-02-17
2025-09-30	$1,721,941	24,073	+2.6%	Shares	Sole	2025-11-14
2025-06-30	$1,652,522	23,470	+11.3%	Shares	Sole	2025-08-14
2025-03-31	$1,545,255	21,087	+8.7%	Shares	Sole	2025-05-15
2024-12-31	$1,215,723	19,405	+102.4%	Shares	Sole	2025-02-14
2024-09-30	$632,262	9,587	-2.7%	Shares	Sole	2024-11-14
2024-06-30	$711,477	9,857	+3.7%	Shares	Sole	2024-08-14
2024-03-31	$637,013	9,502	+190.8%	Shares	Sole	2024-05-15
2023-09-30	$210,392	3,268	—	Shares	Other	2023-11-14
No filing history on record for this holder in this stock.