OXFORD FINANCIAL GROUP, LTD. LLC

Position in SHEL — Shell plc

CIK 1245862 INDIANAPOLIS, IN

Position in SHEL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$385,296

-$79,425 QoQ

Shares Held

4,969

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#921

of 1,523 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $4,413,150 across 4 Oil & Gas Integrated names. SHEL ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	18,877	$2,580,863
2	CVX	Chevron Corp	6,972	$1,155,678
3	SHEL	Shell plc This page	4,969	$385,296
4	BP	Bp PLC	7,884	$291,313

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,296	4,969	-0.6%	Shares	Sole	2026-08-11
2026-03-31	$464,721	4,997	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.