MARSHALL INVESTMENT MANAGEMENT, LLC

Position in SHEL — Shell plc

CIK 2022427 LITTLETON, CO

Position in SHEL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,483

+$765 QoQ

Shares Held

161

+27.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,438

of 1,523 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

MARSHALL INVESTMENT MANAGEMENT, LLC holds $235,881 across 7 Oil & Gas Integrated names. SHEL ranks #3 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	1,355	$185,255
2	CVX	Chevron Corp	197	$32,654
3	SHEL	Shell plc This page	161	$12,483
4	PBR	Petrobras - Petroleo Brasileiro SA	159	$2,410
5	BP	Bp PLC	37	$1,367
6	TTE	TotalEnergies SE	13	$1,010
7	E	Eni Spa	15	$702

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,483	161	+27.8%	Shares	Sole	2026-08-14
2026-03-31	$11,718	126	+3.3%	Shares	Sole	2026-05-08
2025-03-31	$8,940	122	—	Shares	Sole	2025-05-08
No filing history on record for this holder in this stock.