Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$94,669
New position
Shares Held
1,221
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,283
of 1,527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $1,660,043 across 14 Oil & Gas Integrated names. SHEL ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
6,703 | $916,406 | |
| 2 | CVX |
Chevron Corp
|
2,304 | $381,890 | |
| 3 | PBR |
Petrobras - Petroleo Brasileiro SA
|
6,999 | $113,101 | |
| 4 | SHEL |
Shell plc
This page
|
1,221 | $94,669 | |
| 5 | BP |
Bp PLC
|
1,211 | $44,744 | |
| 6 | E |
Eni Spa
|
675 | $31,629 | |
| 7 | TTE |
TotalEnergies SE
|
252 | $19,592 | |
| 8 | EQNR |
Equinor ASA
|
515 | $16,168 |
All Filings in SHEL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,669 | 1,221 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||