KINGSWOOD WEALTH ADVISORS, LLC

Position in SHEL — Shell plc

CIK 1987855 SAN DIEGO, CA

Position in SHEL

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

Position Value

$256,967

-$29,752 QoQ

Shares Held

3,314

+7.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,120

of 1,527 holders

Holding Since

Sep 2023

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $15,723,705 across 6 Oil & Gas Integrated names. SHEL ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	62,994	$8,612,539
2	CVX	Chevron Corp	32,492	$5,385,873
3	BP	Bp PLC	19,578	$723,407
4	TTE	TotalEnergies SE	6,832	$531,256
5	SHEL	Shell plc This page	3,314	$256,967
6	CVE	Cenovus Energy Inc.	8,612	$213,663

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,967	3,314	+7.5%	Shares	Sole	2026-07-27
2026-03-31	$286,719	3,083	-5.9%	Shares	Sole	2026-04-28
2025-12-31	$240,647	3,275	-15.2%	Shares	Sole	2026-01-28
2024-06-30	$278,759	3,862	-1.4%	Shares	Sole	2024-07-09
2024-03-31	$262,595	3,917	-69.1%	Shares	Sole	2024-04-15
2023-12-31	$833,817	12,672	-51.1%	Shares	Sole	2024-01-16
2023-09-30	$1,667,957	25,908	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.