Aptus Capital Advisors, LLC

Position in SHEL — Shell plc

CIK 1664193 FAIRHOPE, AL

Position in SHEL

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,073,220

+$415,795 QoQ

Shares Held

11,540

+29.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 82.64298093587522.ToString("F0")% Shared 0.ToString("F0")% None 17.357019064124785.ToString("F0")%

Energy · as of Mar 31, 2026

Aptus Capital Advisors, LLC holds $131,898,593 across 8 Oil & Gas Integrated names. SHEL ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	Exxon Mobil Corp	493,998	$83,811,700
2	CVX	Chevron Corp	152,848	$31,624,250
3	NFG	National Fuel Gas Co	134,004	$12,591,015
4	BP	Bp PLC	27,234	$1,279,998
5	SHEL	Shell plc This page	11,540	$1,073,220
6	TTE	TotalEnergies SE	9,341	$849,843
7	CVE	Cenovus Energy Inc.	17,503	$464,354
8	SU	Suncor Energy Inc	3,089	$204,213

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,073,220	11,540	+29.0%	Shares	Other	2026-05-11
2025-12-31	$657,425	8,947	+7.1%	Shares	Sole	2026-02-13
2025-09-30	$597,490	8,353	-27.2%	Shares	Sole	2025-11-12
2025-06-30	$808,235	11,479	+22.6%	Shares	Sole	2025-08-11
2025-03-31	$686,046	9,362	-35.5%	Shares	Sole	2025-05-13
2024-12-31	$909,740	14,521	+90.9%	Shares	Sole	2025-02-14
2024-09-30	$501,615	7,606	-2.8%	Shares	Sole	2024-11-05
2024-06-30	$564,591	7,822	+0.0%	Shares	Sole	2024-07-31
2024-03-31	$524,185	7,819	+98.5%	Shares	Sole	2024-05-15
2023-09-30	$253,656	3,940	+13.9%	Shares	Other	2023-11-08
2023-06-30	$208,793	3,458	-15.2%	Shares	Sole	2023-08-11
2022-12-31	$232,298	4,079	-0.0%	Shares	Sole	2023-02-13
2022-09-30	$203,070	4,081	—	Shares	Sole	2022-11-02
No filing history on record for this holder in this stock.