LifeSteps Financial, Inc.

Position in SHEL — Shell plc

CIK 1801373 CLAREMONT, CA

Position in SHEL

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$7,754

New position

Shares Held

100

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,469

of 1,527 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $826,453 across 7 Oil & Gas Integrated names. SHEL ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	4,407	$730,504
2	NFG	National Fuel Gas Co	850	$65,628
3	BP	Bp PLC	309	$11,417
4	SHEL	Shell plc This page	100	$7,754
5	TTE	TotalEnergies SE	95	$7,387
6	SU	Suncor Energy Inc	40	$2,147
7	PBR	Petrobras - Petroleo Brasileiro SA	100	$1,616

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,754	100	—	Shares	Sole	2026-07-17
No filing history on record for this holder in this stock.