Cornerstone Wealth Group, LLC

Position in SHEL — Shell plc

CIK 1774879 HUNTERSVILLE, NC

Position in SHEL

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

Position Value

$295,427

+$10,289 QoQ

Shares Held

3,810

+24.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,046

of 1,523 holders

Holding Since

Mar 2022

8 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Energy · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $21,383,211 across 4 Oil & Gas Integrated names. SHEL ranks #3 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	101,688	$13,902,783
2	CVX	Chevron Corp	42,116	$6,981,148
3	SHEL	Shell plc This page	3,810	$295,427
4	BP	Bp PLC	5,517	$203,853

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,427	3,810	+24.3%	Shares	Sole	2026-07-27
2026-03-31	$285,138	3,066	+8.2%	Shares	Sole	2026-04-22
2025-09-30	$202,644	2,833	-94.8%	Shares	Sole	2025-10-30
2023-03-31	$3,117,977	54,188	-1.3%	Shares	Sole	2023-04-25
2022-12-31	$3,125,188	54,876	+1.8%	Shares	Sole	2023-01-25
2022-09-30	$2,682,014	53,899	+3.8%	Shares	Sole	2022-10-19
2022-06-30	$2,715,681	51,935	+10.3%	Shares	Sole	2022-07-20
2022-03-31	$2,586,873	47,094	—	Shares	Sole	2022-04-25
No filing history on record for this holder in this stock.