Concurrent Investment Advisors, LLC

Position in SHEL — Shell plc

CIK 2001015 Tampa, FL

Position in SHEL

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

Position Value

$4,465,140

-$806,286 QoQ

Shares Held

57,585

+1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#265

of 1,523 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $39,012,801 across 8 Oil & Gas Integrated names. SHEL ranks #2 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	184,166	$30,527,355
2	SHEL	Shell plc This page	57,585	$4,465,140
3	TTE	TotalEnergies SE	17,633	$1,371,141
4	BP	Bp PLC	34,423	$1,271,929
5	NFG	National Fuel Gas Co	8,133	$627,948
6	PBR	Petrobras - Petroleo Brasileiro SA	17,355	$280,456
7	E	Eni Spa	5,306	$248,638
8	SU	Suncor Energy Inc	4,102	$220,194

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,465,140	57,585	+1.6%	Shares	Sole	2026-07-27
2026-03-31	$5,271,426	56,682	+1.9%	Shares	Sole	2026-04-21
2025-12-31	$4,087,398	55,626	+11.7%	Shares	Sole	2026-01-29
2025-09-30	$3,561,049	49,784	-1.4%	Shares	Sole	2025-10-27
2025-06-30	$3,554,015	50,476	+4.0%	Shares	Sole	2025-07-25
2025-03-31	$3,555,692	48,522	+28.0%	Shares	Sole	2025-04-29
2024-12-31	$2,375,437	37,916	+27.5%	Shares	Sole	2025-02-03
2024-09-30	$1,960,825	29,732	+13.4%	Shares	Sole	2024-10-30
2024-06-30	$1,893,209	26,229	+26.1%	Shares	Sole	2024-07-30
2024-03-31	$1,394,230	20,797	+7.1%	Shares	Sole	2024-05-07
2023-12-31	$1,278,230	19,426	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.