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Coastal Bridge Advisors, LLC

Position in SHEL — Shell plc

CIK 1665976 WESTPORT, CT

Position in SHEL

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$1,426,038
-$324,780 QoQ
Shares Held
18,391
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#474
of 1,523 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Coastal Bridge Advisors, LLC holds $25,423,339 across 4 Oil & Gas Integrated names. SHEL ranks #3 (5.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SHEL
Shell plc
This page
18,391 $1,426,038

All Filings in SHEL

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,426,038 18,391
2026-03-31 $1,750,818 18,826
2025-12-31 $1,319,553 17,958
2025-09-30 $1,274,593 17,819
2025-06-30 $1,223,725 17,380
2025-03-31 $1,234,621 16,848
2024-12-31 $251,915 4,021
2024-09-30 $264,657 4,013
2024-06-30 $292,112 4,047
2024-03-31 $272,249 4,061
2023-12-31 $266,753 4,054
2023-09-30 $259,193 4,026
2023-06-30 $245,505 4,066
2023-03-31 $228,779 3,976
2022-12-31 $226,091 3,970
2022-06-30 $206,963 3,958
2022-03-31 $217,028 3,951