PFG Investments, LLC

Position in SHEL — Shell plc

CIK 1973224 WOODBURY, NY

Position in SHEL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,721,077

-$180,959 QoQ

Shares Held

22,196

+8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#428

of 1,523 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PFG Investments, LLC holds $31,204,079 across 5 Oil & Gas Integrated names. SHEL ranks #3 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	145,410	$19,880,455
2	CVX	Chevron Corp	46,356	$7,683,970
3	SHEL	Shell plc This page	22,196	$1,721,077
4	BP	Bp PLC	42,906	$1,585,376
5	TTE	TotalEnergies SE	4,285	$333,201

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,721,077	22,196	+8.5%	Shares	Sole	2026-07-23
2026-03-31	$1,902,036	20,452	-3.6%	Shares	Sole	2026-04-27
2025-12-31	$1,559,098	21,218	-0.2%	Shares	Sole	2026-01-26
2025-09-30	$1,520,513	21,257	-2.9%	Shares	Sole	2025-10-31
2025-06-30	$1,540,641	21,881	-11.4%	Shares	Sole	2025-07-18
2025-03-31	$1,809,136	24,688	-0.9%	Shares	Sole	2025-04-22
2024-12-31	$1,560,486	24,908	-0.4%	Shares	Sole	2025-01-22
2024-09-30	$1,648,815	25,001	-6.4%	Shares	Sole	2024-10-24
2024-06-30	$1,928,866	26,723	+6.9%	Shares	Sole	2024-08-07
2024-03-31	$1,676,134	25,002	+150.2%	Shares	Sole	2024-04-22
2023-12-31	$657,539	9,993	-9.3%	Shares	Sole	2024-01-17
2023-09-30	$709,403	11,019	+5.9%	Shares	Sole	2023-11-06
2023-06-30	$628,012	10,401	-13.1%	Shares	Sole	2023-08-03
2023-03-31	$689,041	11,975	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.