Allied Investment Advisors, LLC / SHEL
Allied Investment Advisors, LLC’s Shell PLC Position
Does Allied Investment Advisors, LLC own Shell PLC (SHEL)? Yes — 200.2K shares worth $19M (+2.67% of its 13F portfolio) as of Q1 2026, up from 196.5K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
200.2K
% of Portfolio
+2.67%
Quarters Held
17
currently held
Position History SHEL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 200.2K | $19M | +2.67% |
| Q4 2025 | 196.5K | $14M | +2.23% |
| Q3 2025 | 191.7K | $14M | +2.18% |
| Q2 2025 | 185.2K | $13M | +2.28% |
| Q1 2025 | 181.6K | $13M | +2.52% |
| Q4 2024 | 173.7K | $11M | +2.19% |
| Q3 2024 | 172.3K | $11M | +2.25% |
| Q2 2024 | 171.1K | $12M | +2.90% |
| Q1 2024 | 171.4K | $11M | +2.77% |
| Q4 2023 | 167.7K | $11M | +3.00% |
| Q3 2023 | 168.4K | $11M | +3.24% |
| Q2 2023 | 168.8K | $10M | +2.95% |
| Q1 2023 | 167.9K | $10M | +2.99% |
| Q4 2022 | 169.3K | $10M | +3.02% |
| Q3 2022 | 170.9K | $9M | +3.17% |
| Q2 2022 | 170.0K | $9M | +3.19% |
| Q1 2022 | 169.0K | $9M | +3.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allied Investment Advisors, LLC’s full portfolio or all institutional holders of SHEL.