EVOLVE PRIVATE WEALTH, LLC

Position in SHEL — Shell plc

CIK 2111131 LOS ANGELES, CA

Position in SHEL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,651,446

-$722,565 QoQ

Shares Held

21,298

-16.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#440

of 1,527 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Energy · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $7,597,806 across 5 Oil & Gas Integrated names. SHEL ranks #3 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	10,639	$1,763,520
2	SU	Suncor Energy Inc	31,233	$1,676,587
3	SHEL	Shell plc This page	21,298	$1,651,446
4	IMO	Imperial Oil Ltd	14,522	$1,626,754
5	NFG	National Fuel Gas Co	11,391	$879,499

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,651,446	21,298	-16.6%	Shares	Defined	2026-08-12
2026-03-31	$2,374,011	25,527	+16.9%	Shares	Sole	2026-04-16
2025-12-31	$1,604,141	21,831	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.