Naviter Wealth, LLC

Position in SHEL — Shell plc

CIK 1855567 LITTLE ROCK, AR

Position in SHEL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,685,000

+$49,944 QoQ

Shares Held

73,317

+21.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#237

of 1,527 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Energy · as of Jun 30, 2026

Naviter Wealth, LLC holds $12,815,068 across 6 Oil & Gas Integrated names. SHEL ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHEL	Shell plc This page	73,317	$5,685,000
2	CVX	Chevron Corp	20,546	$3,405,704
3	BP	Bp PLC	61,548	$2,274,198
4	PBR	Petrobras - Petroleo Brasileiro SA	54,540	$834,867
5	EQNR	Equinor ASA	10,455	$328,287
6	TTE	TotalEnergies SE	3,691	$287,012

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,685,000	73,317	+21.0%	Shares	Sole	2026-08-07
2026-03-31	$5,635,056	60,592	+4.8%	Shares	Sole	2026-04-10
2025-12-31	$4,249,862	57,837	-12.2%	Shares	Sole	2026-01-21
2025-09-30	$4,714,184	65,905	+3.7%	Shares	Sole	2025-11-06
2025-06-30	$4,475,189	63,559	+2.3%	Shares	Sole	2025-07-28
2025-03-31	$4,552,226	62,121	+0.6%	Shares	Sole	2025-04-25
2024-12-31	$3,868,950	61,755	-25.1%	Shares	Sole	2025-02-07
2024-09-30	$5,441,072	82,503	+0.6%	Shares	Sole	2024-10-16
2024-06-30	$5,918,904	82,002	+2.1%	Shares	Sole	2024-08-02
2024-03-31	$5,382,507	80,288	+12.9%	Shares	Sole	2024-04-18
2023-12-31	$4,680,683	71,135	+27.9%	Shares	Sole	2024-02-05
2023-09-30	$3,580,558	55,616	+17.2%	Shares	Sole	2023-11-14
2023-06-30	$2,866,298	47,471	+11.0%	Shares	Sole	2023-07-20
2023-03-31	$2,461,388	42,777	+18.0%	Shares	Sole	2023-04-12
2022-12-31	$2,065,177	36,263	+1.0%	Shares	Sole	2023-01-31
2022-09-30	$1,785,936	35,891	+12.0%	Shares	Sole	2022-10-27
2022-06-30	$1,675,319	32,039	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.