Avior Wealth Management, LLC

Position in SHEL — Shell plc

CIK 1599868 OMAHA, NE

Position in SHEL

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

Position Value

$722,672

+$325,655 QoQ

Shares Held

9,320

+118.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#675

of 1,527 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avior Wealth Management, LLC holds $6,906,952 across 5 Oil & Gas Integrated names. SHEL ranks #3 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	24,085	$3,992,329
2	BP	Bp PLC	43,688	$1,614,271
3	SHEL	Shell plc This page	9,320	$722,672
4	TTE	TotalEnergies SE	4,441	$345,332
5	PBR	Petrobras - Petroleo Brasileiro SA	14,378	$232,348

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$722,672	9,320	+118.3%	Shares	Sole	2026-07-07
2026-03-31	$397,017	4,269	+12.8%	Shares	Sole	2026-04-09
2025-12-31	$278,121	3,785	-3.0%	Shares	Sole	2026-01-06
2025-03-31	$285,938	3,902	-0.1%	Shares	Sole	2025-04-21
2024-12-31	$244,773	3,907	+5.1%	Shares	Sole	2025-01-17
2024-09-30	$245,268	3,719	+214.4%	Shares	Sole	2024-11-08
2024-06-30	$85,388	1,183	-46.0%	Shares	Sole	2024-08-13
2024-03-31	$146,951	2,192	+96.6%	Shares	Sole	2024-04-30
2023-12-31	$73,367	1,115	+0.5%	Shares	Sole	2024-01-30
2023-09-30	$71,397	1,109	+0.5%	Shares	Sole	2023-10-17
2023-06-30	$66,599	1,103	+15.1%	Shares	Sole	2023-07-19
2023-03-31	$55,123	958	+4.7%	Shares	Sole	2023-05-10
2022-12-31	$52,109	915	+0.5%	Shares	Sole	2023-02-14
2022-09-30	$45,281	910	+20.5%	Shares	Sole	2022-10-26
2022-06-30	$39,478	755	-0.8%	Shares	Sole	2022-08-10
2022-03-31	$41,801	761	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.