KERR FINANCIAL PLANNING Corp

Position in SHEL — Shell plc

CIK 2095947 FRESNO, CA

Position in SHEL

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$7,598

-$1,516 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,469

of 1,523 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

KERR FINANCIAL PLANNING Corp holds $319,149 across 6 Oil & Gas Integrated names. SHEL ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	1,152	$190,955
2	BP	Bp PLC	2,876	$106,268
3	DEC	Diversified Energy Co	1,000	$13,860
4	SHEL	Shell plc This page	98	$7,598
5	EC	Ecopetrol S.A.	17	$242
6	PBR	Petrobras - Petroleo Brasileiro SA	14	$226

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,598	98	0.0%	Shares	Sole	2026-07-02
2026-03-31	$9,114	98	+2.1%	Shares	Sole	2026-04-29
2025-12-31	$7,054	96	-28.4%	Shares	Sole	2026-02-10
2025-09-30	$9,585	134	—	Shares	Sole	2025-11-25
No filing history on record for this holder in this stock.