IBEX WEALTH ADVISORS

Position in SHEL — Shell plc

CIK 1686242 BEDMINSTER, NJ

Position in SHEL

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$14,974,581

+$3,693,418 QoQ

Shares Held

161,017

+4.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 14.04447977542744.ToString("F0")% Shared 0.ToString("F0")% None 85.95552022457255.ToString("F0")%

Energy · as of Mar 31, 2026

IBEX WEALTH ADVISORS holds $50,560,636 across 4 Oil & Gas Integrated names. SHEL ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	Exxon Mobil Corp	88,566	$15,026,107
2	SHEL	Shell plc This page	161,017	$14,974,581
3	CVX	Chevron Corp	56,559	$11,702,057
4	NFG	National Fuel Gas Co	94,273	$8,857,891

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,974,581	161,017	+4.9%	Shares	Sole	2026-04-30
2025-12-31	$11,281,163	153,527	+0.6%	Shares	Sole	2026-02-17
2025-09-30	$10,921,701	152,687	+0.8%	Shares	Sole	2025-11-12
2025-06-30	$10,668,664	151,522	+4.0%	Shares	Sole	2025-08-07
2025-03-31	$10,673,232	145,650	+2.4%	Shares	Sole	2025-04-15
2024-12-31	$8,909,895	142,217	+3.8%	Shares	Sole	2025-01-23
2024-06-30	$9,894,001	137,074	-1.1%	Shares	Sole	2024-08-06
2024-03-31	$9,288,123	138,546	+102526.7%	Shares	Sole	2024-04-18
2023-12-31	$8,883	135	-99.9%	Shares	Sole	2024-01-29
2023-09-30	$8,790,573	136,542	-2.4%	Shares	Sole	2023-11-07
2023-03-31	$8,053,528	139,964	+1.0%	Shares	Sole	2023-05-15
2022-12-31	$7,890,194	138,546	-0.6%	Shares	Sole	2023-02-06
2022-09-30	$6,932,214	139,313	-0.1%	Shares	Sole	2022-10-31
2022-06-30	$7,290,533	139,425	—	Shares	Sole	2022-08-16
No filing history on record for this holder in this stock.