Wedmont Private Capital

Position in SHEL — Shell plc

CIK 1904274 WEST CHESTER, PA

Position in SHEL

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$763,613

-$289,798 QoQ

Shares Held

9,848

-13.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#655

of 1,523 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Wedmont Private Capital holds $15,532,485 across 6 Oil & Gas Integrated names. SHEL ranks #3 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	74,295	$10,157,612
2	CVX	Chevron Corp	21,343	$3,537,815
3	SHEL	Shell plc This page	9,848	$763,613
4	NFG	National Fuel Gas Co	5,476	$422,801
5	TTE	TotalEnergies SE	4,966	$386,156
6	BP	Bp PLC	7,158	$264,488

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$763,613	9,848	-13.1%	Shares	Sole	2026-07-13
2026-03-31	$1,053,411	11,327	-0.9%	Shares	Sole	2026-04-09
2025-12-31	$840,243	11,435	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$817,516	11,429	+2.9%	Shares	Sole	2025-10-08
2025-06-30	$782,325	11,111	-1.6%	Shares	Sole	2025-07-10
2025-03-31	$827,770	11,296	+3.4%	Shares	Sole	2025-04-14
2024-12-31	$684,138	10,920	-1.5%	Shares	Sole	2025-01-13
2024-09-30	$731,121	11,086	+10.2%	Shares	Sole	2024-10-08
2024-06-30	$726,347	10,063	+18.3%	Shares	Sole	2024-07-15
2024-03-31	$570,443	8,509	+8.8%	Shares	Sole	2024-04-10
2023-12-31	$514,687	7,822	+17.3%	Shares	Sole	2024-01-09
2023-09-30	$429,478	6,671	+27.2%	Shares	Sole	2023-10-10
2023-06-30	$316,572	5,243	+5.3%	Shares	Sole	2023-07-17
2023-03-31	$286,549	4,980	+7.6%	Shares	Sole	2023-04-11
2022-12-31	$263,564	4,628	+4.0%	Shares	Sole	2023-01-09
2022-09-30	$221,382	4,449	+0.0%	Shares	Sole	2022-10-03
2022-06-30	$232,533	4,447	—	Shares	Sole	2022-07-11
No filing history on record for this holder in this stock.