180 WEALTH ADVISORS, LLC

Position in SHEL — Shell plc

CIK 1730817 FEDERAL WAY, WA

Position in SHEL

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$633,114

-$180,543 QoQ

Shares Held

8,165

-6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#725

of 1,527 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 57% Shared 0% None 43%

Energy · as of Jun 30, 2026

180 WEALTH ADVISORS, LLC holds $4,938,172 across 5 Oil & Gas Integrated names. SHEL ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	17,584	$2,914,723
2	SU	Suncor Energy Inc	12,642	$678,622
3	SHEL	Shell plc This page	8,165	$633,114
4	TTE	TotalEnergies SE	5,337	$415,005
5	BP	Bp PLC	8,030	$296,708

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$633,114	8,165	-6.7%	Shares	Sole	2026-07-07
2026-03-31	$813,657	8,749	-1.7%	Shares	Sole	2026-05-01
2025-12-31	$653,898	8,899	-0.9%	Shares	Sole	2026-01-09
2025-09-30	$642,196	8,978	-4.5%	Shares	Sole	2025-10-16
2025-06-30	$661,854	9,400	+1.4%	Shares	Sole	2025-07-31
2025-03-31	$679,085	9,267	-5.1%	Shares	Sole	2025-04-09
2024-12-31	$612,090	9,770	-0.7%	Shares	Sole	2025-01-14
2024-09-30	$648,552	9,834	+0.6%	Shares	Sole	2024-11-01
2024-06-30	$705,270	9,771	+5.3%	Shares	Sole	2024-07-16
2024-03-31	$621,930	9,277	+1.5%	Shares	Sole	2024-04-16
2023-12-31	$601,346	9,139	+1.1%	Shares	Sole	2024-01-25
2023-09-30	$582,123	9,042	+3.8%	Shares	Sole	2023-11-01
2023-06-30	$526,151	8,714	-1.2%	Shares	Sole	2023-07-12
2023-03-31	$507,732	8,824	-0.6%	Shares	Sole	2023-04-07
2022-12-31	$505,545	8,877	-0.5%	Shares	Sole	2023-02-02
2022-09-30	$443,958	8,922	+44.3%	Shares	Sole	2022-10-12
2022-06-30	$323,413	6,185	+10.3%	Shares	Sole	2022-07-11
2022-03-31	$307,937	5,606	—	Shares	Sole	2022-04-22
No filing history on record for this holder in this stock.