EXENCIAL WEALTH ADVISORS, LLC

Position in SHEL — Shell plc

CIK 1576151 OKLAHOMA CITY, OK

Position in SHEL

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$6,327,999

+$1,503,376 QoQ

Shares Held

68,043

+3.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 97% Shared 0% None 2%

Energy · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $32,741,061 across 5 Oil & Gas Integrated names. SHEL ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	71,583	$14,810,522
2	SHEL	Shell plc This page	68,043	$6,327,999
3	XOM	ExxonMobil Holdings Corp	34,164	$5,796,264
4	SU	Suncor Energy Inc	81,294	$5,374,346
5	BP	Bp PLC	9,190	$431,930

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,327,999	68,043	+3.6%	Shares	Sole	2026-04-28
2025-12-31	$4,824,623	65,659	+2.3%	Shares	Sole	2026-01-30
2025-09-30	$4,591,224	64,186	+7.1%	Shares	Sole	2025-10-27
2025-06-30	$4,219,037	59,921	-0.4%	Shares	Sole	2025-07-30
2025-03-31	$4,409,111	60,168	+2.5%	Shares	Sole	2025-05-09
2024-12-31	$3,679,183	58,726	-0.9%	Shares	Sole	2025-02-06
2024-09-30	$3,906,614	59,236	+0.3%	Shares	Sole	2024-10-31
2024-06-30	$4,261,435	59,039	-5.9%	Shares	Sole	2024-08-12
2024-03-31	$4,204,815	62,721	+1.2%	Shares	Sole	2024-05-10
2023-12-31	$4,079,994	62,006	-10.1%	Shares	Sole	2024-02-13
2023-09-30	$4,438,614	68,944	-6.3%	Shares	Sole	2023-11-08
2023-06-30	$4,441,733	73,563	-2.1%	Shares	Sole	2023-08-10
2023-03-31	$4,324,879	75,163	-17.1%	Shares	Sole	2023-05-02
2022-12-31	$5,165,820	90,708	-4.1%	Shares	Sole	2023-02-14
2022-09-30	$4,706,798	94,590	-32.6%	Shares	Sole	2022-11-08
2022-06-30	$7,340,783	140,386	+3.3%	Shares	Sole	2022-08-11
2022-03-31	$7,463,339	135,870	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.