MJT & Associates Financial Advisory Group, Inc. SHEL SHELL PLC SPON ADS

Ownership history in MJT & Associates Financial Advisory Group, Inc.  ·  4 quarters on record

AI Ownership Summary

MJT & Associates Financial Advisory Group, Inc. reported SHELL PLC SPON ADS (SHEL) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. 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 MJT & Associates Financial Advisory Group, Inc.'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 Q2

SHEL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2025 Q3 to 2026 Q2

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 MJT & Associates Financial Advisory Group, Inc. 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 66 0% 0.00% $5K 2026-07-06 $78.14
2026 Q1 UNCHANGED 66 0% 0.00% $6K 2026-04-02 $92.26
2025 Q4 UNCHANGED 66 0% 0.00% $5K 2026-02-10 $76.49
2025 Q3 INITIATED 66 0.00% $5K 2025-10-15 $69.91

FAQ About MJT & Associates Financial Advisory Group, Inc. and SHEL

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

How long has MJT & Associates Financial Advisory Group, Inc. reported owning SHEL?

MJT & Associates Financial Advisory Group, Inc. reported SHEL across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SHEL position in MJT & Associates Financial Advisory Group, Inc.'s portfolio?

The largest reported portfolio weight for SHEL was 0.00% in 2026 Q1.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2026 Q2, when MJT & Associates Financial Advisory Group, Inc. reported 66 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this SHEL ownership page compare?

The chart compares MJT & Associates Financial Advisory Group, Inc.'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.

← Back to MJT & Associates Financial Advisory Group, Inc. Holdings