Valeo Financial Advisors, LLC

Position in SHEL — Shell plc

CIK 1722641 CARMEL, IN

Position in SHEL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,285,845

-$266,697 QoQ

Shares Held

16,583

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#503

of 1,523 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $11,073,541 across 5 Oil & Gas Integrated names. SHEL ranks #2 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	45,590	$7,556,998
2	SHEL	Shell plc This page	16,583	$1,285,845
3	BP	Bp PLC	24,444	$903,205
4	TTE	TotalEnergies SE	10,118	$786,775
5	SU	Suncor Energy Inc	10,073	$540,718

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,285,845	16,583	-0.7%	Shares	Sole	2026-07-08
2026-03-31	$1,552,542	16,694	-24.6%	Shares	Sole	2026-05-08
2025-12-31	$1,627,361	22,147	+3.2%	Shares	Sole	2026-02-04
2025-09-30	$1,535,677	21,469	-2.0%	Shares	Sole	2025-11-03
2025-06-30	$1,541,697	21,896	-11.2%	Shares	Sole	2025-09-12
2025-03-31	$1,806,058	24,646	+2.4%	Shares	Sole	2025-04-30
2024-12-31	$1,507,421	24,061	-4.2%	Shares	Sole	2025-01-30
2024-09-30	$1,656,861	25,123	-9.1%	Shares	Sole	2024-10-10
2024-06-30	$1,994,189	27,628	-6.1%	Shares	Sole	2024-07-10
2024-03-31	$1,972,652	29,425	-4.1%	Shares	Sole	2024-04-25
2023-12-31	$2,018,809	30,681	-10.4%	Shares	Sole	2024-01-29
2023-09-30	$2,205,336	34,255	-21.3%	Shares	Sole	2023-10-20
2023-06-30	$2,627,496	43,516	-1.4%	Shares	Sole	2023-07-14
2023-03-31	$2,540,448	44,151	+8.8%	Shares	Sole	2023-04-17
2022-12-31	$2,310,632	40,573	+0.1%	Shares	Sole	2023-02-09
2022-09-30	$2,017,718	40,549	+32.9%	Shares	Sole	2022-10-31
2022-06-30	$1,595,890	30,520	+19.2%	Shares	Sole	2022-08-03
2022-03-31	$1,406,867	25,612	—	Shares	Sole	2022-04-28
No filing history on record for this holder in this stock.