ALBION FINANCIAL GROUP /UT

Position in SHEL — Shell plc

CIK 1054677 SALT LAKE CITY, UT

Position in SHEL

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

Position Value

$54,433

-$13,364 QoQ

Shares Held

702

-3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,325

of 1,523 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ALBION FINANCIAL GROUP /UT holds $5,257,422 across 6 Oil & Gas Integrated names. SHEL ranks #3 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	22,608	$3,747,502
2	XOM	ExxonMobil Holdings Corp	10,451	$1,428,860
3	SHEL	Shell plc This page	702	$54,433
4	BP	Bp PLC	600	$22,170
5	TTE	TotalEnergies SE	44	$3,421
6	EQNR	Equinor ASA	33	$1,036

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,433	702	-3.7%	Shares	Sole	2026-07-22
2026-03-31	$67,797	729	+3.8%	Shares	Sole	2026-04-27
2025-12-31	$51,582	702	0.0%	Shares	Sole	2026-01-21
2025-09-30	$50,214	702	+152.5%	Shares	Sole	2025-10-20
2025-06-30	$19,573	278	0.0%	Shares	Sole	2025-07-17
2025-03-31	$20,371	278	0.0%	Shares	Sole	2025-04-25
2024-12-31	$17,416	278	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.