Skip to main content

LEVEL FOUR ADVISORY SERVICES, LLC

Position in SHEL — Shell plc

CIK 1696715 DALLAS, TX

Position in SHEL

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,008,751
-$438,730 QoQ
Shares Held
25,906
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#394
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $12,982,089 across 4 Oil & Gas Integrated names. SHEL ranks #2 (15.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SHEL
Shell plc
This page
25,906 $2,008,751

All Filings in SHEL

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,008,751 25,906
2026-03-31 $2,447,481 26,317
2025-12-31 $1,908,716 25,976
2025-09-30 $1,854,915 25,932
2025-06-30 $1,745,534 24,791
2025-03-31 $1,945,144 26,544
2024-12-31 $1,415,326 22,591
2024-09-30 $1,418,188 21,504
2024-06-30 $1,643,322 22,767
2024-03-31 $1,381,426 20,606
2023-12-31 $1,323,698 20,117
2023-09-30 $1,465,160 22,758
2023-06-30 $1,109,180 18,370
2023-03-31 $1,084,226 18,843
2022-12-31 $1,118,839 19,646
2022-09-30 $956,785 19,228
2022-06-30 $1,049,198 20,065
2022-03-31 $1,273,112 23,177