ADVISORTRUST PARTNERS, LLC

Position in SHEL — Shell plc

CIK 2115523 RALEIGH, NC

Position in SHEL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$307,756

-$41,831 QoQ

Shares Held

3,969

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,020

of 1,523 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $2,213,463 across 5 Oil & Gas Integrated names. SHEL ranks #5 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	4,221	$577,095
2	TTE	TotalEnergies SE	6,782	$527,368
3	CVX	Chevron Corp	2,645	$438,435
4	NFG	National Fuel Gas Co	4,699	$362,809
5	SHEL	Shell plc This page	3,969	$307,756

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,756	3,969	+5.6%	Shares	Sole	2026-08-10
2026-03-31	$349,587	3,759	+13.8%	Shares	Sole	2026-05-06
2025-12-31	$242,630	3,302	—	Shares	Sole	2026-03-10
No filing history on record for this holder in this stock.