Aaron Wealth Advisors LLC

Position in SHEL — Shell plc

CIK 1812198 Chicago, IL

Position in SHEL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,912,402

-$293,401 QoQ

Shares Held

37,560

+9.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#329

of 1,527 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Aaron Wealth Advisors LLC holds $17,391,957 across 8 Oil & Gas Integrated names. SHEL ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	59,358	$8,115,425
2	CVX	Chevron Corp	20,144	$3,339,069
3	SHEL	Shell plc This page	37,560	$2,912,402
4	BP	Bp PLC	28,316	$1,046,276
5	E	Eni Spa	16,559	$775,954
6	TTE	TotalEnergies SE	5,537	$430,557
7	EQNR	Equinor ASA	12,308	$386,471
8	PBR	Petrobras - Petroleo Brasileiro SA	23,874	$385,803

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,912,402	37,560	+9.0%	Shares	Sole	2026-07-16
2026-03-31	$3,205,803	34,471	+41.3%	Shares	Sole	2026-04-21
2025-12-31	$1,792,397	24,393	+24.7%	Shares	Sole	2026-01-21
2025-09-30	$1,399,198	19,561	-4.0%	Shares	Sole	2025-10-03
2025-06-30	$1,434,181	20,369	+4.5%	Shares	Sole	2025-07-09
2025-03-31	$1,428,886	19,499	+3.9%	Shares	Sole	2025-04-28
2024-12-31	$1,175,877	18,769	+15.4%	Shares	Sole	2025-01-15
2024-09-30	$1,072,808	16,267	+31.1%	Shares	Sole	2024-10-17
2024-06-30	$895,681	12,409	+14.7%	Shares	Sole	2024-07-22
2024-03-31	$725,171	10,817	+180.5%	Shares	Sole	2024-04-25
2023-12-31	$253,790	3,857	+13.1%	Shares	Sole	2024-01-26
2023-09-30	$219,471	3,409	-58.5%	Shares	Sole	2023-10-19
2022-09-30	$408,728	8,214	-77.0%	Shares	Sole	2022-10-21
2022-03-31	$1,961,220	35,704	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.