Measured Wealth Private Client Group, LLC

Position in SHEL — Shell plc

CIK 1720235 PORTSMOUTH, NH

Position in SHEL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$26,906

-$11,224 QoQ

Shares Held

347

-15.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,390

of 1,527 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Measured Wealth Private Client Group, LLC holds $1,122,713 across 7 Oil & Gas Integrated names. SHEL ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	4,882	$667,467
2	NFG	National Fuel Gas Co	2,725	$210,397
3	CVX	Chevron Corp	627	$103,931
4	IMO	Imperial Oil Ltd	600	$67,212
5	SHEL	Shell plc This page	347	$26,906
6	BP	Bp PLC	700	$25,865
7	SU	Suncor Energy Inc	390	$20,935

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,906	347	-15.4%	Shares	Sole	2026-08-10
2026-03-31	$38,130	410	0.0%	Shares	Sole	2026-05-13
2025-12-31	$30,126	410	0.0%	Shares	Sole	2026-02-10
2025-09-30	$29,327	410	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.