CURA WEALTH ADVISORS, LLC

Position in SHEL — Shell plc

CIK 2056729 CHICAGO, IL

Position in SHEL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$824,327

-$164,821 QoQ

Shares Held

10,631

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#628

of 1,523 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

CURA WEALTH ADVISORS, LLC holds $3,168,173 across 6 Oil & Gas Integrated names. SHEL ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BP	Bp PLC	27,613	$1,020,300
2	SHEL	Shell plc This page	10,631	$824,327
3	XOM	ExxonMobil Holdings Corp	3,251	$444,476
4	SU	Suncor Energy Inc	6,406	$343,874
5	CVX	Chevron Corp	1,880	$311,628
6	EQNR	Equinor ASA	7,120	$223,568

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$824,327	10,631	-0.0%	Shares	Sole	2026-08-06
2026-03-31	$989,148	10,636	-0.2%	Shares	Sole	2026-05-08
2025-12-31	$782,782	10,653	-0.1%	Shares	Sole	2026-01-23
2025-09-30	$762,867	10,665	+24.2%	Shares	Sole	2025-11-14
2025-06-30	$604,469	8,585	0.0%	Shares	Sole	2025-08-14
2025-03-31	$629,108	8,585	+8.2%	Shares	Sole	2025-05-15
2024-12-31	$497,127	7,935	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.