DAYMARK WEALTH PARTNERS, LLC

Position in SHEL — Shell plc

CIK 1956824 CINCINNATI, OH

Position in SHEL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$704,838

-$137,556 QoQ

Shares Held

9,090

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#681

of 1,527 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

DAYMARK WEALTH PARTNERS, LLC holds $65,502,149 across 5 Oil & Gas Integrated names. SHEL ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	325,142	$44,453,414
2	CVX	Chevron Corp	115,277	$19,108,315
3	TTE	TotalEnergies SE	11,136	$865,935
4	SHEL	Shell plc This page	9,090	$704,838
5	BP	Bp PLC	10,004	$369,647

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$704,838	9,090	+0.4%	Shares	Sole	2026-07-31
2026-03-31	$842,394	9,058	-6.6%	Shares	Sole	2026-05-11
2025-12-31	$712,462	9,696	+1.6%	Shares	Sole	2026-01-12
2025-09-30	$682,896	9,547	+10.2%	Shares	Sole	2025-10-22
2025-06-30	$609,821	8,661	-13.0%	Shares	Sole	2025-08-04
2025-03-31	$729,502	9,955	-50.1%	Shares	Sole	2025-04-23
2024-12-31	$1,248,990	19,936	-9.2%	Shares	Sole	2025-01-17
2024-09-30	$1,448,262	21,960	+4.6%	Shares	Sole	2024-10-08
2024-06-30	$1,515,924	21,002	+574.9%	Shares	Sole	2024-08-14
2024-03-31	$208,628	3,112	-6.0%	Shares	Sole	2024-04-10
2023-12-31	$217,929	3,312	-9.9%	Shares	Sole	2024-01-09
2023-09-30	$236,660	3,676	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.