Global Wealth Strategies & Associates SHEL — SHELL PLC SPON ADS

Ownership history in Global Wealth Strategies & Associates  ·  9 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported SHELL PLC SPON ADS (SHEL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows SHEL at 0.00% 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 Global Wealth Strategies & Associates's position in SHELL PLC SPON ADS, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 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.

SHEL stock page Global Wealth Strategies & Associates fund profile Global Wealth Strategies & Associates full holdings
How Global Wealth Strategies & Associates 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 196 +31 +18.8% 0.00% $18K 2026-04-03 $92.26
2025 Q4 REDUCED 10.8% +27.7% ❌ 165 -20 -10.8% 0.00% $12K 2026-01-02 $74.07
2025 Q3 ADDED — — — 185 +20 +12.1% 0.00% $13K 2025-10-02 $69.80
2025 Q2 UNCHANGED — — — 165 — 0% 0.00% $12K 2025-07-07 $67.24
2025 Q1 REDUCED 13.2% -2.9% ✅ 165 -25 -13.2% 0.00% $12K 2025-04-02 $69.28
2024 Q4 UNCHANGED — — — 190 — 0% 0.00% $12K 2025-01-02 $59.48
2024 Q3 UNCHANGED — — — 190 — 0% 0.00% $13K 2024-10-01 $62.37
2024 Q2 UNCHANGED — — — 190 — 0% 0.00% $14K 2024-07-02 $67.49
2024 Q1 INITIATED — — — 190 — — 0.00% $13K 2024-04-01 $62.17

🏢 Other funds also holding SHEL

As of 2026 Q2 — sorted by position size

Israel Discount Bank of New York 3Y 7Y 2.79% Eldred Rock Partners, LLC 2.72% Connective Portfolio Management, LLC 3Y 1.7% HF Advisory Group, LLC 3Y 1.15% Miller Global Investments, LLC 0.94% Victrix Investment Advisors 0.72% Crescent Sterling, Ltd. 3Y 0.69% Gilman Hill Asset Management, LLC 3Y 7Y 0.67% DMKC Advisory Services, LLC 0.65% Red Spruce Capital, LLC 3Y 0.57%

FAQ About Global Wealth Strategies & Associates and SHEL

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

How long has Global Wealth Strategies & Associates reported owning SHEL?

Global Wealth Strategies & Associates reported SHEL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SHEL position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for SHEL was 0.00% in 2024 Q2.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 196 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this SHEL ownership page compare?

The chart compares Global Wealth Strategies & Associates'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.

How well did Global Wealth Strategies & Associates time their SHEL position?

Based on 13F filing dates vs. subsequent SHEL price moves, Global Wealth Strategies & Associates correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SHEL relative to SPY over the holding period was +373.6%.

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