Avion Wealth

Position in SHEL — Shell plc

CIK 1792704 THE WOODLANDS, TX

Position in SHEL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$166,090

-$33,116 QoQ

Shares Held

2,142

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,249

of 1,527 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avion Wealth holds $1,003,715 across 6 Oil & Gas Integrated names. SHEL ranks #2 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	4,306	$713,762
2	SHEL	Shell plc This page	2,142	$166,090
3	BP	Bp PLC	2,800	$103,460
4	TTE	TotalEnergies SE	222	$17,262
5	NFG	National Fuel Gas Co	24	$1,853
6	SU	Suncor Energy Inc	24	$1,288

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$166,090	2,142	0.0%	Shares	Sole	2026-07-31
2026-03-31	$199,206	2,142	+87.6%	Shares	Sole	2026-05-01
2025-12-31	$83,914	1,142	0.0%	Shares	Sole	2026-01-23
2025-09-30	$81,687	1,142	0.0%	Shares	Sole	2025-10-24
2025-06-30	$80,408	1,142	-0.6%	Shares	Sole	2025-07-31
2025-03-31	$71	1,149	0.0%	Shares	Sole	2025-05-09
2024-12-31	$71,984	1,149	-8.0%	Shares	Sole	2025-01-29
2024-09-30	$82,371	1,249	-37.2%	Shares	Sole	2024-10-18
2024-06-30	$143,493	1,988	-44.9%	Shares	Sole	2024-07-26
2024-03-31	$241,679	3,605	+51.0%	Shares	Sole	2024-05-03
2023-12-31	$157,130	2,388	-14.3%	Shares	Sole	2024-01-26
2023-09-30	$179,491	2,788	-1.6%	Shares	Sole	2023-10-20
2023-06-30	$171,116	2,834	+7.4%	Shares	Sole	2023-07-14
2023-03-31	$151,848	2,639	-9.9%	Shares	Sole	2023-05-05
2022-12-31	$145	2,930	0.0%	Shares	Sole	2023-01-30
2022-09-30	$145,796	2,930	-9.1%	Shares	Sole	2022-10-31
2022-06-30	$168,582	3,224	+2.8%	Shares	Sole	2022-08-11
2022-03-31	$172,260	3,136	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.