Crewe Advisors LLC

Position in SHEL — Shell plc

CIK 1730033 SALT LAKE CITY, UT

Position in SHEL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,052,760

-$260,865 QoQ

Shares Held

13,577

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#557

of 1,523 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Crewe Advisors LLC holds $19,517,389 across 8 Oil & Gas Integrated names. SHEL ranks #2 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	105,557	$17,497,128
2	SHEL	Shell plc This page	13,577	$1,052,760
3	SU	Suncor Energy Inc	11,905	$639,060
4	BP	Bp PLC	8,581	$317,067
5	E	Eni Spa	90	$4,217
6	CVE	Cenovus Energy Inc.	150	$3,721
7	TTE	TotalEnergies SE	39	$3,032
8	PBR	Petrobras - Petroleo Brasileiro SA	25	$404

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,052,760	13,577	-3.9%	Shares	Sole	2026-07-24
2026-03-31	$1,313,625	14,125	-0.1%	Shares	Sole	2026-05-07
2025-12-31	$1,039,448	14,146	-4.7%	Shares	Sole	2026-01-16
2025-09-30	$1,061,719	14,843	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$1,043,617	14,822	-4.7%	Shares	Sole	2025-07-30
2025-03-31	$1,139,137	15,545	+0.9%	Shares	Sole	2025-04-23
2024-12-31	$964,872	15,401	0.0%	Shares	Sole	2025-01-27
2024-09-30	$1,015,695	15,401	0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,111,644	15,401	+0.8%	Shares	Sole	2024-07-29
2024-03-31	$1,024,572	15,283	+17.4%	Shares	Sole	2024-05-14
2023-09-30	$838,356	13,022	0.0%	Shares	Sole	2023-11-09
2023-06-30	$786,268	13,022	-3.0%	Shares	Sole	2023-07-28
2023-03-31	$772,301	13,422	0.0%	Shares	Sole	2023-05-12
2022-12-31	$764,382	13,422	0.0%	Shares	Sole	2023-02-08
2022-09-30	$667,878	13,422	0.0%	Shares	Sole	2022-11-14
2022-06-30	$701,836	13,422	+109.0%	Shares	Sole	2022-08-02
2022-03-31	$352,760	6,422	—	Shares	Sole	2022-04-27
No filing history on record for this holder in this stock.