Capital Investment Advisors, LLC

Position in SHEL — Shell plc

CIK 1582732 ATLANTA, GA

Position in SHEL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$978,089

-$169,345 QoQ

Shares Held

12,614

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#581

of 1,523 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Capital Investment Advisors, LLC holds $64,945,121 across 3 Oil & Gas Integrated names. SHEL ranks #2 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	382,618	$63,422,759
2	SHEL	Shell plc This page	12,614	$978,089
3	BP	Bp PLC	14,730	$544,273

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$978,089	12,614	+2.2%	Shares	Sole	2026-08-06
2026-03-31	$1,147,434	12,338	+4.5%	Shares	Sole	2026-04-17
2025-12-31	$867,284	11,803	+1.9%	Shares	Sole	2026-01-13
2025-09-30	$828,889	11,588	+10.3%	Shares	Sole	2025-10-23
2025-06-30	$739,938	10,509	-6.4%	Shares	Sole	2025-07-17
2025-03-31	$822,861	11,229	+1.9%	Shares	Sole	2025-04-14
2024-12-31	$690,089	11,015	-2.2%	Shares	Sole	2025-01-13
2024-09-30	$742,597	11,260	-1.1%	Shares	Sole	2024-10-17
2024-06-30	$821,985	11,388	+0.9%	Shares	Sole	2024-07-12
2024-03-31	$756,546	11,285	-2.7%	Shares	Sole	2024-04-15
2023-12-31	$763,148	11,598	-1.5%	Shares	Sole	2024-01-05
2023-09-30	$758,396	11,780	-1.5%	Shares	Sole	2023-10-16
2023-06-30	$722,325	11,963	+1.8%	Shares	Sole	2023-07-11
2023-03-31	$675,864	11,746	-2.2%	Shares	Sole	2023-04-10
2022-12-31	$683,798	12,007	+11.1%	Shares	Sole	2023-01-05
2022-09-30	$537,855	10,809	-2.0%	Shares	Sole	2022-10-05
2022-06-30	$576,444	11,024	+1.5%	Shares	Sole	2022-07-06
2022-03-31	$596,429	10,858	—	Shares	Sole	2022-04-13
No filing history on record for this holder in this stock.