Allen Mooney & Barnes Investment Advisors LLC

Position in SHEL — Shell plc

CIK 2001461 Thomasville, GA

Position in SHEL

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$210,443

-$32,101 QoQ

Shares Held

2,714

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,200

of 1,527 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $3,435,617 across 3 Oil & Gas Integrated names. SHEL ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	16,837	$2,790,901
2	BP	Bp PLC	11,753	$434,273
3	SHEL	Shell plc This page	2,714	$210,443

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,443	2,714	+4.1%	Shares	Sole	2026-07-13
2026-03-31	$242,544	2,608	—	Shares	Sole	2026-04-13
No filing history on record for this holder in this stock.