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Highland Investment Advisors LLC

Position in SHEL — Shell plc

CIK 2149882 PONTE VEDRA, FL

Position in SHEL

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,946
New position
Shares Held
38
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,499
of 1,523 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Highland Investment Advisors LLC holds $529,307 across 8 Oil & Gas Integrated names. SHEL ranks #4 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 SHEL
Shell plc
This page
38 $2,946

All Filings in SHEL

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $2,946 38