Focus Partners Wealth

Position in SHEL — Shell plc

CIK 1542153 ST LOUIS, MO

Position in SHEL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$17,418,900

+$1,011,845 QoQ

Shares Held

187,300

-16.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 47.078831532613044.ToString("F0")% Shared 0.ToString("F0")% None 52.921168467386956.ToString("F0")%

Energy · as of Mar 31, 2026

Focus Partners Wealth holds $967,704,826 across 12 Oil & Gas Integrated names. SHEL ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	Exxon Mobil Corp	2,968,005	$503,551,728
2	CVX	Chevron Corp	1,765,073	$365,193,603
3	SU	Suncor Energy Inc	728,508	$48,161,663
4	SHEL	Shell plc This page	187,300	$17,418,900
5	BP	Bp PLC	321,062	$15,089,914
6	TTE	TotalEnergies SE	145,060	$13,197,558
7	NFG	National Fuel Gas Co	20,188	$1,896,864
8	E	Eni Spa	25,562	$1,447,064

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	+2.1%	Shares	Sole	2025-05-20
2024-12-31	$11,641,247	185,814	+100.4%	Shares	Sole	2025-05-29
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.