CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in SHEL — Shell plc

CIK 1766904 RICHMOND, VA

Position in SHEL

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$347,455

-$48,539 QoQ

Shares Held

4,481

+5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#961

of 1,523 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Energy · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,059,444 across 6 Oil & Gas Integrated names. SHEL ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	7,272	$1,205,401
2	SHEL	Shell plc This page	4,481	$347,455
3	BP	Bp PLC	5,002	$184,823
4	TTE	TotalEnergies SE	2,291	$178,144
5	SU	Suncor Energy Inc	2,175	$116,753
6	NFG	National Fuel Gas Co	348	$26,868

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,455	4,481	+5.2%	Shares	Other	2026-07-17
2026-03-31	$395,994	4,258	-10.9%	Shares	Other	2026-04-29
2025-12-31	$351,232	4,780	+21.4%	Shares	Other	2026-02-09
2025-09-30	$281,540	3,936	+28.3%	Shares	Other	2025-11-10
2025-06-30	$216,087	3,069	+13.4%	Shares	Other	2025-08-13
2025-03-31	$198,368	2,707	+504.2%	Shares	Other	2025-05-09
2024-12-31	$28,066	448	-99.5%	Shares	Other	2025-02-14
2024-09-30	$5,534,786	83,924	-4.9%	Shares	Defined	2024-10-30
2024-06-30	$6,372,771	88,290	+4.2%	Shares	Other	2024-07-22
2024-03-31	$5,678,891	84,709	-2.1%	Shares	Defined	2024-04-30
2023-12-31	$5,691,699	86,500	-2.5%	Shares	Defined	2024-02-07
2023-09-30	$5,714,303	88,759	+164.1%	Shares	Defined	2023-11-13
2023-06-30	$2,028,888	33,602	+0.2%	Shares	Defined	2023-08-10
2023-03-31	$1,929,834	33,539	+0.9%	Shares	Defined	2023-05-12
2022-12-31	$1,892,847	33,237	-0.7%	Shares	Defined	2023-02-14
2022-09-30	$1,665,218	33,465	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$1,745,387	33,379	+13.1%	Shares	Sole	2022-08-15
2022-03-31	$1,621,313	29,516	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.