INSIGNEO ADVISORY SERVICES, LLC

Position in SHEL — Shell plc

CIK 1964958 MIAMI, FL

Position in SHEL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,563,627

+$133,909 QoQ

Shares Held

33,062

+26.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#345

of 1,527 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 95% Shared 5% None 0%

Energy · as of Jun 30, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $18,668,465 across 10 Oil & Gas Integrated names. SHEL ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	49,939	$6,827,660
2	CVX	Chevron Corp	22,193	$3,678,711
3	SHEL	Shell plc This page	33,062	$2,563,627
4	YPF	Ypf Sociedad Anonima	47,750	$2,171,192
5	PBR	Petrobras - Petroleo Brasileiro SA	68,249	$1,102,903
6	BP	Bp PLC	25,777	$952,460
7	TTE	TotalEnergies SE	6,016	$467,804
8	EQNR	Equinor ASA	14,510	$455,614

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,563,627	33,062	+26.5%	Shares	Sole	2026-08-14
2026-03-31	$2,429,718	26,126	-1.3%	Shares	Sole	2026-05-12
2025-12-31	$1,945,823	26,481	+7.0%	Shares	Sole	2026-02-12
2025-09-30	$1,770,653	24,754	-4.0%	Shares	Sole	2025-11-12
2025-06-30	$1,814,606	25,772	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$1,883,955	25,709	-2.7%	Shares	Sole	2025-04-18
2024-12-31	$1,654,774	26,413	-13.5%	Shares	Sole	2025-02-13
2024-09-30	$2,014,244	30,542	+31.1%	Shares	Sole	2024-11-15
2024-06-30	$1,682,154	23,305	-38.7%	Shares	Sole	2024-08-14
2024-03-31	$2,548,257	38,011	+0.1%	Shares	Sole	2024-05-15
2023-12-31	$2,499,215	37,982	+26.3%	Shares	Sole	2024-02-14
2023-09-30	$1,935,455	30,063	+11.0%	Shares	Sole	2023-11-14
2023-06-30	$1,635,814	27,092	+11.8%	Shares	Sole	2023-08-14
2023-03-31	$1,394,194	24,230	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.