Position in SHEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,536,300
-$305,472 QoQ
Shares Held
19,813
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#454
of 1,527 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Retirement Planning Group, LLC holds $8,446,824 across 3 Oil & Gas Integrated names. SHEL ranks #3 (18.2% of the industry book) .
All Filings in SHEL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,536,300 | 19,813 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,841,772 | 19,804 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||