AXXCESS WEALTH MANAGEMENT, LLC

Position in SHEL — Shell plc

CIK 1911056 CARLSBAD, CA

Position in SHEL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$519,828

+$71,380 QoQ

Shares Held

6,704

+9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#803

of 1,523 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Energy · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $32,270,889 across 6 Oil & Gas Integrated names. SHEL ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	129,647	$17,725,337
2	CVX	Chevron Corp	77,644	$12,870,269
3	BP	Bp PLC	16,205	$598,774
4	SHEL	Shell plc This page	6,704	$519,828
5	TTE	TotalEnergies SE	5,027	$390,899
6	EC	Ecopetrol S.A.	11,642	$165,782

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$519,828	6,704	+9.8%	Shares	Sole	2026-07-28
2025-12-31	$448,448	6,103	-0.1%	Shares	Sole	2026-02-19
2025-09-30	$436,905	6,108	-0.1%	Shares	Sole	2025-11-07
2025-06-30	$430,345	6,112	+0.0%	Shares	Sole	2025-07-28
2025-03-31	$447,740	6,110	+0.9%	Shares	Sole	2025-04-30
2024-12-31	$379,533	6,058	+0.0%	Shares	Sole	2025-02-10
2024-09-30	$399,393	6,056	-27.1%	Shares	Sole	2024-11-04
2024-06-30	$599,671	8,308	-8.7%	Shares	Sole	2024-08-09
2024-03-31	$610,131	9,101	+1.0%	Shares	Sole	2024-05-14
2023-12-31	$593,055	9,013	+117.7%	Shares	Sole	2024-02-06
2022-12-31	$235,773	4,140	—	Shares	Sole	2023-02-16
No filing history on record for this holder in this stock.