Facet Wealth, Inc.

Position in SHEL — Shell plc

CIK 1748271 WEST PALM BEACH, FL

Position in SHEL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$295,892

+$54,371 QoQ

Shares Held

3,816

+46.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,045

of 1,523 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Facet Wealth, Inc. holds $4,447,606 across 4 Oil & Gas Integrated names. SHEL ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	20,289	$2,773,912
2	CVX	Chevron Corp	7,080	$1,173,580
3	SHEL	Shell plc This page	3,816	$295,892
4	BP	Bp PLC	5,527	$204,222

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,892	3,816	+46.9%	Shares	Sole	2026-07-27
2026-03-31	$241,521	2,597	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.