Bleakley Financial Group, LLC

Position in SHEL — Shell plc

CIK 1936953 PARSIPPANY, NJ

Position in SHEL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,465,096

-$448,030 QoQ

Shares Held

70,481

+10.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#241

of 1,527 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $70,207,717 across 8 Oil & Gas Integrated names. SHEL ranks #6 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	168,726	$23,068,218
2	CVX	Chevron Corp	114,499	$18,979,354
3	TTE	TotalEnergies SE	101,177	$7,867,523
4	BP	Bp PLC	181,412	$6,703,173
5	NFG	National Fuel Gas Co	75,776	$5,850,664
6	SHEL	Shell plc This page	70,481	$5,465,096
7	E	Eni Spa	35,524	$1,664,654
8	CVE	Cenovus Energy Inc.	24,548	$609,035

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,465,096	70,481	+10.9%	Shares	Sole	2026-08-05
2026-03-31	$5,913,126	63,582	-20.5%	Shares	Sole	2026-05-04
2025-12-31	$5,879,208	80,011	+20.4%	Shares	Sole	2026-02-09
2025-09-30	$4,753,025	66,448	+19.7%	Shares	Sole	2025-11-10
2025-06-30	$3,907,191	55,492	+22.1%	Shares	Sole	2025-07-30
2025-03-31	$3,329,769	45,439	+4.1%	Shares	Sole	2025-05-01
2024-12-31	$2,733,983	43,639	+21.3%	Shares	Sole	2025-01-27
2024-09-30	$2,371,825	35,964	-61.8%	Shares	Sole	2024-10-16
2024-06-30	$6,796,180	94,156	+1.2%	Shares	Sole	2024-08-12
2024-03-31	$6,237,133	93,036	-1.0%	Shares	Sole	2024-05-08
2023-12-31	$6,185,200	94,000	-3.6%	Shares	Sole	2024-01-25
2023-09-30	$6,279,947	97,545	-1.0%	Shares	Sole	2023-11-14
2023-06-30	$5,948,697	98,521	+2.1%	Shares	Sole	2023-08-14
2023-03-31	$5,552,149	96,492	+8.6%	Shares	Sole	2023-05-12
2022-12-31	$5,060,064	88,851	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.