SHEL β€” Shell plc

Ownership history in Advisors Preferred, LLC  Β·  5 quarters on record

AI Ownership Summary

Advisors Preferred, LLC reported Shell plc (SHEL) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.1% in 2025 Q1. The latest visible filing shows SHEL at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisors Preferred, LLC's position in Shell plc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SHEL was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Advisors Preferred, LLC held SHEL β€” position size vs. price
% of Fund (quarterly)    SHEL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6,708 -3,694 -35.5% 0.07% $486K 2025-11-10 $75.14
2025 Q1 ADDED 10,402 +8,812 +554.2% 0.10% $760K 2025-05-06 $62.59
2024 Q4 REDUCED 1,590 -2,742 -63.3% 0.02% $100K 2025-01-28 $61.43
2024 Q3 ADDED 4,332 +393 +10.0% 0.04% $290K 2024-10-15 $62.20
2024 Q2 INITIATED 3,939 β€” β€” 0.05% $287K 2024-07-30 $67.10

FAQ About Advisors Preferred, LLC and SHEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advisors Preferred, LLC reported owning SHEL?

Advisors Preferred, LLC reported SHEL across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported SHEL position in Advisors Preferred, LLC's portfolio?

The largest reported portfolio weight for SHEL was 0.10% in 2025 Q1.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2025 Q3, when Advisors Preferred, LLC reported 6,708 shares, equal to 0.07% of portfolio, with an estimated market value of $486K.

What does the chart on this SHEL ownership page compare?

The chart compares Advisors Preferred, LLC's quarterly SHEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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