RICHARDSON FINANCIAL SERVICES INC.

Position in SHEL — Shell plc

CIK 2012303 MEDWAY, MA

Position in SHEL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$70,096

+$16,063 QoQ

Shares Held

904

+55.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,305

of 1,522 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $741,891 across 6 Oil & Gas Integrated names. SHEL ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	2,203	$365,167
2	XOM	ExxonMobil Holdings Corp	1,723	$235,567
3	SHEL	Shell plc This page	904	$70,096
4	SU	Suncor Energy Inc	1,226	$65,811
5	BP	Bp PLC	100	$3,695
6	TTE	TotalEnergies SE	20	$1,555

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,096	904	+55.6%	Shares	Sole	2026-08-10
2026-03-31	$54,033	581	+85.0%	Shares	Sole	2026-05-04
2024-12-31	$19,672	314	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.