Sunrise Financial Services, LLC

Position in SHEL — Shell plc

CIK 2110891 BURIEN, WA

Position in SHEL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,558

-$790 QoQ

Shares Held

-8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,505

of 1,527 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Sunrise Financial Services, LLC holds $48,611 across 4 Oil & Gas Integrated names. SHEL ranks #3 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	248	$41,108
2	BP	Bp PLC	107	$3,953
3	SHEL	Shell plc This page	33	$2,558
4	CVE	Cenovus Energy Inc.	40	$992

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,558	33	-8.3%	Shares	Sole	2026-08-12
2026-03-31	$3,348	36	+9.1%	Shares	Sole	2026-04-29
2025-12-31	$2,424	33	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.