Strategic Investment Advisors / MI

Position in SHEL — Shell plc

CIK 1760540 FARMINGTON HILLS, MI

Position in SHEL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$103,670

-$4,582 QoQ

Shares Held

1,337

+14.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,276

of 1,527 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $4,395,236 across 6 Oil & Gas Integrated names. SHEL ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	7,664	$1,270,384
2	XOM	ExxonMobil Holdings Corp	9,140	$1,249,620
3	TTE	TotalEnergies SE	14,162	$1,101,237
4	PBR	Petrobras - Petroleo Brasileiro SA	33,224	$536,899
5	BP	Bp PLC	3,611	$133,426
6	SHEL	Shell plc This page	1,337	$103,670

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$103,670	1,337	+14.9%	Shares	Sole	2026-08-14
2026-03-31	$108,252	1,164	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.