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.
| 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 |
| 2023 Q3 | ADDED | 32,451 | +3,926 | +13.8% | 0.41% | $2.1M | $58.23 |
| 2023 Q2 | ADDED | 28,525 | +4,642 | +19.4% | 0.32% | $1.7M | $54.03 |
| 2023 Q1 | ADDED | 23,883 | +114 | +0.5% | 0.45% | $1.4M | $51.00 |
| 2022 Q4 | ADDED | 23,769 | +3,673 | +18.3% | 0.44% | $1.4M | $50.02 |
| 2022 Q3 | INITIATED | 20,096 | — | — | 0.39% | $999K | $43.31 |
As of 2025 Q4 — sorted by position size