Larry Mathis Financial Planning, LLC

Position in SHEL — Shell plc

CIK 2118274 PHOENIX, AZ

Position in SHEL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$624,972

-$159,018 QoQ

Shares Held

8,060

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#733

of 1,523 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Larry Mathis Financial Planning, LLC holds $1,810,042 across 5 Oil & Gas Integrated names. SHEL ranks #1 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHEL	Shell plc This page	8,060	$624,972
2	TTE	TotalEnergies SE	6,679	$519,359
3	E	Eni Spa	6,087	$285,236
4	CVE	Cenovus Energy Inc.	8,731	$216,616
5	EC	Ecopetrol S.A.	11,507	$163,859

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,972	8,060	-4.4%	Shares	Sole	2026-07-27
2026-03-31	$783,990	8,430	-1.7%	Shares	Sole	2026-04-22
2025-12-31	$630,017	8,574	—	Shares	Sole	2026-03-11
No filing history on record for this holder in this stock.