Azimuth Capital Investment Management LLC

Position in SHEL — Shell plc

CIK 1942364 BLOOMFIELD HILLS, MI

Position in SHEL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,482,587

-$969,073 QoQ

Shares Held

57,810

-1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#260

of 1,523 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Azimuth Capital Investment Management LLC holds $31,389,496 across 3 Oil & Gas Integrated names. SHEL ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	148,458	$24,608,398
2	SHEL	Shell plc This page	57,810	$4,482,587
3	BP	Bp PLC	62,206	$2,298,511

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,482,587	57,810	-1.4%	Shares	Sole	2026-08-12
2026-03-31	$5,451,660	58,620	-4.8%	Shares	Sole	2026-05-12
2025-12-31	$4,526,735	61,605	-1.3%	Shares	Sole	2026-02-12
2025-09-30	$4,462,756	62,390	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$4,421,748	62,800	-0.4%	Shares	Sole	2025-08-13
2025-03-31	$4,621,036	63,060	-0.2%	Shares	Sole	2025-05-13
2024-12-31	$3,956,974	63,160	-5.0%	Shares	Sole	2025-02-13
2024-09-30	$4,384,026	66,475	-2.2%	Shares	Sole	2024-11-12
2024-06-30	$4,904,270	67,945	-3.8%	Shares	Sole	2024-08-13
2024-03-31	$4,737,046	70,660	-12.0%	Shares	Sole	2024-05-14
2023-12-31	$5,285,385	80,325	-2.8%	Shares	Sole	2024-02-13
2023-09-30	$5,319,075	82,620	-2.9%	Shares	Sole	2023-11-13
2023-06-30	$5,136,768	85,074	+0.8%	Shares	Sole	2023-08-14
2023-03-31	$4,858,389	84,435	-2.2%	Shares	Sole	2023-05-15
2022-12-31	$4,918,771	86,370	+2.4%	Shares	Sole	2023-02-14
2022-09-30	$4,198,251	84,370	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$4,430,270	84,725	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.