PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in SHEL — Shell plc

CIK 12600 DES MOINES, IA

Position in SHEL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,414,207

+$260,978 QoQ

Shares Held

31,135

+34.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#359

of 1,523 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $34,468,369 across 8 Oil & Gas Integrated names. SHEL ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	113,887	$15,570,630
2	CVX	Chevron Corp	76,336	$12,653,455
3	SHEL	Shell plc This page	31,135	$2,414,207
4	SU	Suncor Energy Inc	28,072	$1,506,904
5	TTE	TotalEnergies SE	11,568	$899,527
6	PBR	Petrobras - Petroleo Brasileiro SA	41,733	$674,405
7	BP	Bp PLC	14,395	$531,895
8	NFG	National Fuel Gas Co	2,815	$217,346

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,414,207	31,135	+34.5%	Shares	Sole	2026-08-04
2026-03-31	$2,153,229	23,153	+92.5%	Shares	Sole	2026-05-13
2025-12-31	$883,743	12,027	+2.1%	Shares	Sole	2026-02-12
2025-09-30	$842,909	11,784	-6.7%	Shares	Sole	2025-11-12
2025-06-30	$889,348	12,631	-40.8%	Shares	Sole	2025-08-11
2025-03-31	$1,563,062	21,330	+0.2%	Shares	Sole	2025-04-30
2024-12-31	$1,333,693	21,288	+18.5%	Shares	Sole	2025-01-30
2024-09-30	$1,184,264	17,957	-1.4%	Shares	Sole	2024-10-28
2024-06-30	$1,315,047	18,219	+5.0%	Shares	Sole	2024-07-31
2024-03-31	$1,163,747	17,359	+8.9%	Shares	Sole	2024-05-10
2023-12-31	$1,048,523	15,935	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.