Skip to main content

Apella Capital, LLC

Position in SHEL — Shell plc

CIK 1801507 WEST HARTFORD, CT

Position in SHEL

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$438,101
+$61,730 QoQ
Shares Held
5,650
+39.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#881
of 1,523 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Apella Capital, LLC holds $4,365,128 across 3 Oil & Gas Integrated names. SHEL ranks #2 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SHEL
Shell plc
This page
5,650 $438,101

All Filings in SHEL

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $438,101 5,650
2026-03-31 $376,371 4,047
2025-12-31 $259,678 3,534
2025-09-30 $209,010 2,922