Dynamic Advisor Solutions LLC

Position in SHEL — Shell plc

CIK 1599747 PHOENIX, AZ

Position in SHEL

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$831,616

-$135,119 QoQ

Shares Held

10,725

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#626

of 1,523 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $18,663,419 across 4 Oil & Gas Integrated names. SHEL ranks #2 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	102,887	$17,054,549
2	SHEL	Shell plc This page	10,725	$831,616
3	BP	Bp PLC	15,201	$561,676
4	SU	Suncor Energy Inc	4,016	$215,578

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$831,616	10,725	+3.2%	Shares	Sole	2026-07-07
2026-03-31	$966,735	10,395	+1.2%	Shares	Sole	2026-04-08
2025-12-31	$754,639	10,270	-5.5%	Shares	Sole	2026-01-09
2025-09-30	$777,674	10,872	-7.4%	Shares	Sole	2025-10-09
2025-06-30	$826,613	11,740	-4.4%	Shares	Sole	2025-07-09
2025-03-31	$899,951	12,281	-5.2%	Shares	Sole	2025-04-17
2024-12-31	$811,317	12,950	-25.5%	Shares	Sole	2025-01-21
2024-09-30	$1,147,134	17,394	-4.4%	Shares	Sole	2024-10-07
2024-06-30	$1,313,098	18,192	+35.7%	Shares	Sole	2024-07-15
2024-03-31	$898,604	13,404	+5.1%	Shares	Sole	2024-04-12
2023-12-31	$839,279	12,755	+2.9%	Shares	Sole	2024-01-10
2023-09-30	$798,376	12,401	+75.8%	Shares	Sole	2023-10-11
2023-06-30	$426,041	7,056	-2.0%	Shares	Sole	2023-08-03
2023-03-31	$414,460	7,203	-3.5%	Shares	Sole	2023-04-11
2022-12-31	$424,960	7,462	-5.4%	Shares	Sole	2023-01-13
2022-09-30	$392,457	7,887	+4.3%	Shares	Sole	2022-10-20
2022-06-30	$395,416	7,562	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.