Avant Capital LLC SHEL SHELL PLC

Ownership history in Avant Capital LLC  ·  13 quarters on record

AI Ownership Summary

Avant Capital LLC reported SHELL PLC (SHEL) in 13 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2026 Q1. The latest visible filing shows SHEL at 0.44% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avant Capital 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
2026 Q1

SHEL was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Avant Capital LLC held SHEL — position size vs. price
% of Fund (quarterly)    SHEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,748 0% 0.44% $628K 2026-05-12 $85.35
2025 Q4 UNCHANGED 6,748 0% 0.34% $496K 2026-02-13 $78.04
2025 Q3 UNCHANGED 6,748 0% 0.34% $483K 2025-11-10 $75.14
2025 Q2 UNCHANGED 6,748 0% 0.37% $475K 2025-08-14 $70.59
2025 Q1 UNCHANGED 6,748 0% 0.41% $494K 2025-05-12 $63.82
2024 Q4 UNCHANGED 6,748 0% 0.35% $423K 2025-02-11 $64.09
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Avant Capital 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 Avant Capital LLC reported owning SHEL?

Avant Capital LLC reported SHEL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SHEL position in Avant Capital LLC's portfolio?

The largest reported portfolio weight for SHEL was 0.44% in 2026 Q1.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2026 Q1, when Avant Capital LLC reported 6,748 shares, equal to 0.44% of portfolio, with an estimated market value of $628K.

What does the chart on this SHEL ownership page compare?

The chart compares Avant Capital 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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