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Advocate Investing Services LLC

Position in SHEL — Shell plc

CIK 2110509 WOODBINE, MD

Position in SHEL

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$271,390
-$54,110 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,092
of 1,527 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 17% Shared 0% None 83%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Advocate Investing Services LLC holds $1,471,290 across 5 Oil & Gas Integrated names. SHEL ranks #3 (18.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SHEL
Shell plc
This page
3,500 $271,390

All Filings in SHEL

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $271,390 3,500
2026-03-31 $325,500 3,500
2025-12-31 $257,180 3,500