Founders Financial Alliance, LLC

Position in SHEL — Shell plc

CIK 1832190 RALEIGH, NC

Position in SHEL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$225,176

-$73,912 QoQ

Shares Held

2,904

-9.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,174

of 1,527 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Founders Financial Alliance, LLC holds $9,146,644 across 5 Oil & Gas Integrated names. SHEL ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	34,503	$4,717,250
2	CVX	Chevron Corp	21,199	$3,513,946
3	BP	Bp PLC	10,674	$394,404
4	NFG	National Fuel Gas Co	3,832	$295,868
5	SHEL	Shell plc This page	2,904	$225,176

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,176	2,904	-9.7%	Shares	Sole	2026-08-04
2026-03-31	$299,088	3,216	-1.2%	Shares	Sole	2026-05-11
2025-09-30	$232,901	3,256	-4.5%	Shares	Sole	2025-11-07
2025-03-31	$249,958	3,411	-2.7%	Shares	Sole	2025-05-12
2024-12-31	$219,713	3,507	-46.0%	Shares	Sole	2025-02-07
2024-09-30	$428,477	6,497	-2.9%	Shares	Sole	2024-11-01
2024-06-30	$482,739	6,688	+0.9%	Shares	Sole	2024-08-26
2024-03-31	$444,542	6,631	+0.5%	Shares	Sole	2024-05-14
2023-12-31	$434,082	6,597	-5.4%	Shares	Sole	2024-02-09
2023-09-30	$449,114	6,976	-7.5%	Shares	Sole	2023-11-13
2023-06-30	$455,144	7,538	+9.5%	Shares	Sole	2023-08-11
2023-03-31	$396,220	6,886	-10.2%	Shares	Sole	2023-05-15
2022-12-31	$436,635	7,667	+0.3%	Shares	Sole	2023-02-15
2022-09-30	$380,464	7,646	+35.6%	Shares	Sole	2022-11-14
2022-06-30	$294,863	5,639	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.