COMPASS FINANCIAL MANAGEMENT LLC

Position in SHEL — Shell plc

CIK 2148724 TAMPA, FL

Position in SHEL

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

Position Value

$80,253

New position

Shares Held

1,035

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,294

of 1,523 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $6,831,251 across 6 Oil & Gas Integrated names. SHEL ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	32,903	$4,498,497
2	CVX	Chevron Corp	13,472	$2,233,118
3	SHEL	Shell plc This page	1,035	$80,253
4	BP	Bp PLC	434	$16,036
5	SU	Suncor Energy Inc	58	$3,113
6	E	Eni Spa	5	$234

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,253	1,035	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.