Focus Partners Wealth

Position in SHEL — Shell plc

CIK 1542153 ST LOUIS, MO

Position in SHEL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$14,176,870

-$3,242,030 QoQ

Shares Held

182,833

-2.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#145

of 1,527 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Energy · as of Jun 30, 2026

Focus Partners Wealth holds $533,528,543 across 12 Oil & Gas Integrated names. SHEL ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	1,730,155	$286,790,492
2	XOM	ExxonMobil Holdings Corp	1,246,347	$170,400,561
3	SU	Suncor Energy Inc	698,283	$37,483,831
4	SHEL	Shell plc This page	182,833	$14,176,870
5	BP	Bp PLC	321,894	$11,893,983
6	TTE	TotalEnergies SE	81,392	$6,329,041
7	NFG	National Fuel Gas Co	31,740	$2,450,645
8	E	Eni Spa	26,748	$1,253,411

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,176,870	182,833	-2.4%	Shares	Sole	2026-08-12
2026-03-31	$17,418,900	187,300	-16.1%	Shares	Sole	2026-05-15
2025-12-31	$16,407,055	223,286	+13.4%	Shares	Sole	2026-02-13
2025-09-30	$14,086,259	196,928	-1.0%	Shares	Sole	2025-11-14
2025-06-30	$14,004,196	198,895	+4.9%	Shares	Sole	2025-08-14
2025-03-31	$13,899,237	189,673	+2.5%	Shares	Sole	2025-05-20
2024-12-31	$11,594,572	185,069	+99.6%	Shares	Sole	2025-05-20
2024-09-30	$6,113,894	92,705	-51.0%	Shares	Sole	2024-11-14
2024-06-30	$13,653,134	189,154	+161.3%	Shares	Sole	2024-08-15
2024-03-31	$4,852,690	72,385	+53.4%	Shares	Sole	2024-05-16
2023-12-31	$3,105,628	47,198	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.