Merit Financial Group, LLC

Position in SHEL — Shell plc

CIK 1621225 ALPHARETTA, GA

Position in SHEL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,182,360

-$32,714 QoQ

Shares Held

28,145

+18.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#377

of 1,527 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Merit Financial Group, LLC holds $95,113,975 across 10 Oil & Gas Integrated names. SHEL ranks #3 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	416,171	$56,898,893
2	CVX	Chevron Corp	185,088	$30,680,182
3	SHEL	Shell plc This page	28,145	$2,182,360
4	BP	Bp PLC	47,035	$1,737,941
5	NFG	National Fuel Gas Co	14,134	$1,091,283
6	TTE	TotalEnergies SE	13,303	$1,034,438
7	SU	Suncor Energy Inc	15,659	$840,572
8	E	Eni Spa	5,834	$273,379

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,182,360	28,145	+18.2%	Shares	Other	2026-07-20
2026-03-31	$2,215,074	23,818	+3.2%	Shares	Other	2026-04-15
2025-12-31	$1,696,062	23,082	+15.5%	Shares	Other	2026-01-26
2025-09-30	$1,429,166	19,980	+7.0%	Shares	Other	2025-11-07
2025-06-30	$1,315,188	18,679	+61.9%	Shares	Sole	2025-07-22
2025-03-31	$845,211	11,534	+100.9%	Shares	Sole	2025-04-09
2024-12-31	$359,611	5,740	-7.1%	Shares	Sole	2025-01-15
2024-06-30	$446,144	6,181	+24.8%	Shares	Sole	2024-08-13
2024-03-31	$332,049	4,953	+47.6%	Shares	Sole	2024-05-06
2023-06-30	$202,574	3,355	-39.1%	Shares	Sole	2023-08-01
2022-12-31	$313,851	5,511	+24.7%	Shares	Sole	2023-01-13
2022-09-30	$219,889	4,419	-6.9%	Shares	Sole	2022-10-31
2022-06-30	$248,063	4,744	—	Shares	Sole	2022-08-08
No filing history on record for this holder in this stock.