Winch Advisory Services, LLC

Position in SHEL — Shell plc

CIK 1585822 Appleton, WI

Position in SHEL

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

Position Value

$42,104

-$3,001 QoQ

Shares Held

543

+12.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,342

of 1,523 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Winch Advisory Services, LLC holds $2,677,921 across 6 Oil & Gas Integrated names. SHEL ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	6,985	$1,157,833
2	XOM	ExxonMobil Holdings Corp	6,733	$920,535
3	BP	Bp PLC	13,581	$501,817
4	IMO	Imperial Oil Ltd	430	$48,168
5	SHEL	Shell plc This page	543	$42,104
6	TTE	TotalEnergies SE	96	$7,464

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,104	543	+12.0%	Shares	Sole	2026-08-06
2026-03-31	$45,105	485	+0.8%	Shares	Sole	2026-04-30
2025-12-31	$35,343	481	+1.1%	Shares	Sole	2026-02-03
2025-09-30	$34,048	476	+1.1%	Shares	Sole	2025-11-12
2025-06-30	$33,163	471	+0.9%	Shares	Sole	2025-08-07
2025-03-31	$34,221	467	+1.1%	Shares	Sole	2025-05-06
2024-12-31	$28,944	462	+579.4%	Shares	Sole	2025-01-14
2024-09-30	$4,484	68	0.0%	Shares	Sole	2024-10-21
2024-06-30	$4,908	68	+1.5%	Shares	Sole	2024-07-31
2024-03-31	$4,491	67	+1.5%	Shares	Sole	2024-05-14
2023-12-31	$4,342	66	0.0%	Shares	Sole	2024-01-18
2023-09-30	$4,249	66	+1.5%	Shares	Sole	2023-11-06
2023-06-30	$3,924	65	+1.6%	Shares	Sole	2023-08-08
2023-03-31	$3,682	64	0.0%	Shares	Sole	2023-05-10
2022-12-31	$3,644	64	+1.6%	Shares	Sole	2023-01-26
2022-09-30	$3,134	63	0.0%	Shares	Sole	2022-10-31
2022-06-30	$3,294	63	0.0%	Shares	Sole	2022-08-12
2022-03-31	$3,460	63	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.