RFG Advisory, LLC

Position in SHEL — Shell plc

CIK 1633387 BIRMINGHAM, AL

Position in SHEL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$358,389

-$51,834 QoQ

Shares Held

4,622

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#952

of 1,523 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

RFG Advisory, LLC holds $14,330,379 across 4 Oil & Gas Integrated names. SHEL ranks #3 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	65,247	$8,920,569
2	CVX	Chevron Corp	29,012	$4,809,029
3	SHEL	Shell plc This page	4,622	$358,389
4	BP	Bp PLC	6,560	$242,392

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$358,389	4,622	+4.8%	Shares	Sole	2026-07-15
2026-03-31	$410,223	4,411	-12.1%	Shares	Sole	2026-04-20
2025-03-31	$367,792	5,019	—	Shares	Sole	2025-04-09
No filing history on record for this holder in this stock.