Plan Group Financial, LLC

Position in SHEL — Shell plc

CIK 1940033 OKLAHOMA CITY, OK

Position in SHEL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$288,603

-$167,655 QoQ

Shares Held

3,722

-24.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,057

of 1,523 holders

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Plan Group Financial, LLC holds $12,373,722 across 6 Oil & Gas Integrated names. SHEL ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	51,211	$7,001,567
2	CVX	Chevron Corp	22,457	$3,722,472
3	TTE	TotalEnergies SE	8,625	$670,680
4	PBR	Petrobras - Petroleo Brasileiro SA	30,000	$439,200
5	SHEL	Shell plc This page	3,722	$288,603
6	EQNR	Equinor ASA	8,000	$251,200

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$288,603	3,722	-24.1%	Shares	Sole	2026-08-03
2026-03-31	$456,258	4,906	+0.0%	Shares	Sole	2026-04-13
2025-12-31	$360,345	4,904	0.0%	Shares	Sole	2026-02-03
2025-09-30	$350,783	4,904	+9.4%	Shares	Sole	2025-10-27
2025-06-30	$315,507	4,481	0.0%	Shares	Sole	2025-08-13
2025-03-31	$328,367	4,481	+14.9%	Shares	Sole	2025-05-09
2024-12-31	$244,397	3,901	0.0%	Shares	Sole	2025-01-31
2024-09-30	$257,270	3,901	+34.5%	Shares	Sole	2024-10-22
2024-06-30	$209,394	2,901	-8.3%	Shares	Sole	2024-08-05
2023-09-30	$203,762	3,165	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.