SHEL

Business Context and Reporting Period

This Form 6-K filing by Royal Dutch Shell plc, dated September 6, 2012, reports a Notification of Major Interest in Shares (TR-1) released to the London Stock Exchange. The filing discloses a change in the reporting structure of a major shareholder rather than operational or financial performance data for the company.

Key Financial Metrics

The filing text does not provide a clear value for revenue, profit, cash flow, margins, debt, or liquidity. This document is a regulatory disclosure regarding share ownership and voting rights, not a financial results report.

Material Changes

The material change reported is administrative in nature. Due to a company reorganization, Capital Research and Management Company (CRMC) and Capital Group International, Inc. (CGII) ceased reporting holdings separately. Effective September 1, 2012, these holdings are reported in aggregate by their parent company, The Capital Group Companies, Inc. (CGC). This change triggered a notification as the aggregated holding crossed the 5% voting rights threshold.

Outlook, Risks, and Unusual Items

The filing explicitly states that the change in reporting is "solely for this reason (and not as a result of any additional acquisition or disposal)." There is no management commentary, guidance, or discussion of risks related to Shell's operations. The unusual item is the consolidation of reporting entities within The Capital Group Companies, Inc.

Investor Verification Points

• Shareholder Consolidation: Verify that The Capital Group Companies, Inc. now reports the combined holdings of CRMC and CGII.
• Voting Rights Threshold: Confirm the total voting rights held by CGC are 351,890,702, representing 5.5446% of the total.
• Share Class Breakdown: Note the holdings span both Class A and Class B Ordinary shares and their respective ADRs.
• No Operational Impact: Confirm that this filing does not reflect a change in Shell's business strategy or financial position.

Shareholding Details