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Annis Gardner Whiting Capital Advisors, LLC

Position in SHEL — Shell plc

CIK 1998414 TAMPA, FL

Position in SHEL

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$1,674,631
-$298,457 QoQ
Shares Held
21,597
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#435
of 1,523 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $16,684,596 across 4 Oil & Gas Integrated names. SHEL ranks #3 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SHEL
Shell plc
This page
21,597 $1,674,631

All Filings in SHEL

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,674,631 21,597
2026-03-31 $1,973,088 21,216
2025-12-31 $1,556,379 21,181
2025-09-30 $1,498,338 20,947
2025-06-30 $1,487,833 21,131
2025-03-31 $1,534,996 20,947
2024-12-31 $1,312,329 20,947
2024-09-30 $1,381,454 20,947
2024-06-30 $1,516,862 21,015
2024-03-31 $4,558 68
2023-12-31 $9,409 143
2023-09-30 $9,206 143