INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

Position in SHEL — Shell plc

CIK 867926 ATLANTA, GA

Position in SHEL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$281,082

-$60,693 QoQ

Shares Held

3,625

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,071

of 1,523 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV holds $8,091,691 across 4 Oil & Gas Integrated names. SHEL ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	28,220	$4,677,747
2	BP	Bp PLC	45,554	$1,683,220
3	XOM	ExxonMobil Holdings Corp	10,603	$1,449,642
4	SHEL	Shell plc This page	3,625	$281,082

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,082	3,625	-1.4%	Shares	Sole	2026-07-22
2026-03-31	$341,775	3,675	0.0%	Shares	Sole	2026-04-27
2025-12-31	$270,039	3,675	0.0%	Shares	Sole	2026-02-04
2025-09-30	$262,872	3,675	-2.6%	Shares	Sole	2025-10-23
2025-06-30	$265,797	3,775	0.0%	Shares	Sole	2025-07-22
2025-03-31	$276,632	3,775	-15.6%	Shares	Sole	2025-04-29
2024-12-31	$280,358	4,475	0.0%	Shares	Sole	2025-02-03
2024-09-30	$295,126	4,475	-4.3%	Shares	Sole	2024-10-29
2024-06-30	$337,441	4,675	-0.2%	Shares	Sole	2024-07-29
2024-03-31	$314,082	4,685	-12.0%	Shares	Sole	2024-04-22
2023-12-31	$350,385	5,325	-3.6%	Shares	Sole	2024-01-31
2023-09-30	$355,699	5,525	-0.2%	Shares	Sole	2023-11-09
2023-06-30	$334,203	5,535	0.0%	Shares	Sole	2023-08-04
2023-03-31	$318,483	5,535	-8.3%	Shares	Sole	2023-05-01
2022-12-31	$343,693	6,035	0.0%	Shares	Sole	2023-02-02
2022-09-30	$300,301	6,035	0.0%	Shares	Sole	2022-10-27
2022-06-30	$315,570	6,035	0.0%	Shares	Sole	2022-08-01
2022-03-31	$331,502	6,035	—	Shares	Sole	2022-04-20
No filing history on record for this holder in this stock.