CALTON & ASSOCIATES, INC.

Position in SHEL — Shell plc

CIK 822648 Tampa, FL

Position in SHEL

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

Position Value

$521,223

+$281,841 QoQ

Shares Held

6,722

+161.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#802

of 1,523 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $4,130,186 across 4 Oil & Gas Integrated names. SHEL ranks #3 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	11,307	$1,874,248
2	XOM	ExxonMobil Holdings Corp	10,786	$1,474,661
3	SHEL	Shell plc This page	6,722	$521,223
4	BP	Bp PLC	7,038	$260,054

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$521,223	6,722	+161.1%	Shares	Sole	2026-08-10
2026-03-31	$239,382	2,574	-66.0%	Shares	Sole	2026-05-13
2025-12-31	$556,978	7,580	+7.1%	Shares	Sole	2026-02-10
2025-09-30	$506,146	7,076	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.