Cornerstone Planning Group LLC

Position in SHEL — Shell plc

CIK 1822587 FAIRFIELD, NJ

Position in SHEL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$94,753

-$18,242 QoQ

Shares Held

1,222

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,284

of 1,530 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $354,939 across 11 Oil & Gas Integrated names. SHEL ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	987	$163,605
2	SHEL	Shell plc This page	1,222	$94,753
3	BP	Bp PLC	1,354	$50,030
4	TTE	TotalEnergies SE	193	$15,007
5	SU	Suncor Energy Inc	243	$13,044
6	E	Eni Spa	168	$7,872
7	CVE	Cenovus Energy Inc.	240	$5,954
8	DEC	Diversified Energy Co	157	$2,176

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,753	1,222	+0.6%	Shares	Sole	2026-07-29
2026-03-31	$112,995	1,215	+14.1%	Shares	Sole	2026-05-06
2025-12-31	$78,256	1,065	+297.4%	Shares	Sole	2026-02-02
2025-09-30	$19,170	268	-69.1%	Shares	Sole	2025-11-04
2025-06-30	$61,045	867	+15.9%	Shares	Sole	2025-08-11
2025-03-31	$54,813	748	+347.9%	Shares	Sole	2025-04-30
2024-12-31	$10,462	167	+49.1%	Shares	Sole	2025-01-29
2024-09-30	$7,386	112	-18.2%	Shares	Sole	2024-11-05
2024-06-30	$9,888	137	-59.6%	Shares	Sole	2024-08-13
2024-03-31	$22,726	339	+1684.2%	Shares	Sole	2024-05-07
2023-09-30	$1,223	19	0.0%	Shares	Sole	2023-11-08
2023-06-30	$1,147	19	-92.1%	Shares	Sole	2023-08-15
2022-12-31	$13,781	242	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.