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ADVOCATE GROUP LLC

Position in SHEL — Shell plc

CIK 1853401 MINNETONKA, MN

Position in SHEL

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$4,951,549
-$1,245,599 QoQ
Shares Held
63,858
-4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#254
of 1,523 holders
Holding Since
Jun 2022
17 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

ADVOCATE GROUP LLC holds $21,521,533 across 4 Oil & Gas Integrated names. SHEL ranks #2 (23.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SHEL
Shell plc
This page
63,858 $4,951,549

All Filings in SHEL

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,951,549 63,858
2026-03-31 $6,197,148 66,636
2025-12-31 $4,910,301 66,825
2025-09-30 $4,856,887 67,900
2025-06-30 $4,856,600 68,976
2025-03-31 $5,096,770 69,552
2024-12-31 $4,341,958 69,305
2024-09-30 $4,479,324 67,920
2024-06-30 $4,804,733 66,566
2024-03-31 $4,397,488 65,595
2023-12-31 $4,475,847 68,022
2023-09-30 $4,675,790 72,628
2023-06-30 $4,383,889 72,605
2023-03-31 $4,272,057 74,245
2022-12-31 $4,231,043 74,294
2022-09-30 $3,211,162 64,533
2022-06-30 $2,999,511 57,363