New England Capital Financial Advisors LLC

Position in SHEL — Shell plc

CIK 1964652 MERIDEN, CT

Position in SHEL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$26,208

-$5,226 QoQ

Shares Held

338

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,389

of 1,523 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

New England Capital Financial Advisors LLC holds $1,790,343 across 6 Oil & Gas Integrated names. SHEL ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	8,616	$1,177,979
2	CVX	Chevron Corp	2,829	$468,935
3	BP	Bp PLC	1,702	$62,888
4	NFG	National Fuel Gas Co	602	$46,480
5	SHEL	Shell plc This page	338	$26,208
6	TTE	TotalEnergies SE	101	$7,853

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,208	338	0.0%	Shares	Sole	2026-07-27
2026-03-31	$31,434	338	0.0%	Shares	Sole	2026-04-27
2025-12-31	$24,836	338	0.0%	Shares	Sole	2026-02-02
2025-09-30	$24,177	338	0.0%	Shares	Sole	2025-10-22
2025-06-30	$23,798	338	0.0%	Shares	Sole	2025-08-08
2025-03-31	$24,768	338	0.0%	Shares	Sole	2025-05-05
2024-12-31	$21,175	338	0.0%	Shares	Sole	2025-02-04
2024-09-30	$22,291	338	0.0%	Shares	Sole	2024-10-30
2024-06-30	$24,396	338	0.0%	Shares	Sole	2024-07-29
2024-03-31	$22,659	338	0.0%	Shares	Sole	2024-05-02
2023-12-31	$22,240	338	0.0%	Shares	Sole	2024-02-01
2023-09-30	$21,760	338	0.0%	Shares	Sole	2023-11-06
2023-06-30	$20,408	338	0.0%	Shares	Sole	2023-08-02
2023-03-31	$19,448	338	0.0%	Shares	Sole	2023-05-04
2022-12-31	$19,249	338	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.