NWAM LLC

Position in SHEL — Shell plc

CIK 1655006 MERCER ISLAND, WA

Position in SHEL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$796,025

-$193,681 QoQ

Shares Held

10,266

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#640

of 1,523 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

NWAM LLC holds $5,283,391 across 4 Oil & Gas Integrated names. SHEL ranks #2 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	23,553	$3,904,145
2	SHEL	Shell plc This page	10,266	$796,025
3	PBR	Petrobras - Petroleo Brasileiro SA	23,262	$375,913
4	TTE	TotalEnergies SE	2,666	$207,308

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$796,025	10,266	-3.5%	Shares	Sole	2026-07-23
2026-03-31	$989,706	10,642	-2.5%	Shares	Sole	2026-05-04
2025-12-31	$801,666	10,910	+2.4%	Shares	Sole	2026-02-04
2025-09-30	$762,009	10,653	-3.7%	Shares	Sole	2026-02-04
2025-06-30	$778,523	11,057	+63.8%	Shares	Sole	2026-02-04
2025-03-31	$494,566	6,749	-28.8%	Shares	Sole	2025-05-05
2024-12-31	$594,109	9,483	-1.7%	Shares	Sole	2025-02-05
2024-09-30	$636,087	9,645	-9.3%	Shares	Sole	2024-11-12
2024-03-31	$712,970	10,635	-8.5%	Shares	Sole	2024-05-09
2023-12-31	$764,530	11,619	+42.9%	Shares	Sole	2024-02-14
2023-09-30	$523,473	8,131	-25.9%	Shares	Sole	2023-11-01
2023-06-30	$662,791	10,977	+24.5%	Shares	Sole	2023-08-10
2023-03-31	$507,272	8,816	-9.2%	Shares	Sole	2023-05-12
2022-12-31	$553,098	9,712	+48.8%	Shares	Sole	2023-02-08
2022-09-30	$324,733	6,526	-29.5%	Shares	Sole	2022-11-14
2022-06-30	$483,839	9,253	+39.5%	Shares	Sole	2022-08-10
2022-03-31	$364,295	6,632	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.