Allied Private Wealth LLC

Position in SHEL — Shell plc

CIK 2132253 BOCA RATON, FL

Position in SHEL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$40,863

New position

Shares Held

527

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,346

of 1,527 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Allied Private Wealth LLC holds $363,198 across 5 Oil & Gas Integrated names. SHEL ranks #2 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	1,872	$310,302
2	SHEL	Shell plc This page	527	$40,863
3	PBR	Petrobras - Petroleo Brasileiro SA	567	$9,162
4	E	Eni Spa	40	$1,874
5	BP	Bp PLC	27	$997

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,863	527	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.