BFSG, LLC

Position in SHEL — Shell plc

CIK 1706836 IRVINE, CA

Position in SHEL

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

Position Value

$125,537

-$12,103 QoQ

Shares Held

1,619

+9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,260

of 1,523 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

BFSG, LLC holds $17,241,679 across 6 Oil & Gas Integrated names. SHEL ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TTE	TotalEnergies SE	117,149	$9,109,506
2	BP	Bp PLC	102,083	$3,771,966
3	CVX	Chevron Corp	18,872	$3,128,222
4	NFG	National Fuel Gas Co	14,256	$1,100,705
5	SHEL	Shell plc This page	1,619	$125,537
6	SU	Suncor Energy Inc	107	$5,743

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$125,537	1,619	+9.4%	Shares	Sole	2026-07-20
2026-03-31	$137,640	1,480	0.0%	Shares	Sole	2026-04-29
2025-12-31	$108,750	1,480	+1.9%	Shares	Sole	2026-01-22
2025-09-30	$103,933	1,453	0.0%	Shares	Sole	2025-10-29
2025-06-30	$102,305	1,453	+1.3%	Shares	Sole	2025-07-15
2025-03-31	$105,156	1,435	-4.0%	Shares	Sole	2025-04-18
2024-12-31	$93,661	1,495	+2.3%	Shares	Sole	2025-01-31
2024-09-30	$96,352	1,461	+1.5%	Shares	Sole	2024-10-16
2024-06-30	$103,867	1,439	-3.4%	Shares	Sole	2024-07-29
2024-03-31	$99,822	1,489	+2.7%	Shares	Sole	2024-04-23
2023-12-31	$95,410	1,450	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.