SHEL — SHELL PLC SPON ADS

Ownership history in Bison Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in SHELL PLC SPON ADS (SHEL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.45% (2023 Q1)
Avg. % of fund
0.4%
First filed
2022 Q3
Last filed
2024 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 35,856 +756 +2.2% 0.38% $2.4M $62.07
2024 Q2 UNCHANGED 35,100 — 0% 0.38% $2.4M $67.30
2024 Q1 ADDED 35,100 +59 +0.2% 0.38% $2.4M $61.92
2023 Q4 ADDED 35,041 +2,590 +8.0% 0.41% $2.3M $60.12
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHEL price (monthly, adj. close)

Other funds also holding SHEL

As of 2025 Q4 — sorted by position size

Standard Investments LLC 3Y 7Y 12.34% Foresight Global Investors, Inc. 5.9% Empyrean Capital Partners, LP 3Y 7Y 4.35% Connective Portfolio Management, LLC 3Y 4.0% PENN DAVIS MCFARLAND INC 3Y 7Y 3.53% Mawer Investment Management Ltd. 3Y 7Y 3.32% American Assets Investment Management, LLC 3Y 7Y 3.3% Eastover Investment Advisors LLC 3Y 7Y 3.28% INTREPID FAMILY OFFICE LLC 3Y 3.17% Eldred Rock Partners, LLC 3.15%
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