SHEL β€” SHELL PLC

Ownership history in Sachetta, LLC  Β·  5 quarters on record

AI Ownership Summary

Sachetta, LLC reported SHELL PLC (SHEL) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q3. 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 Sachetta, 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
2025 Q3

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

High-water mark
Peak Conviction
0.03% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 Sachetta, LLC held SHEL β€” position size vs. price
% of Fund (quarterly)    SHEL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 10 β€” 0% 0.00% $716 2025-10-24 $74.43
2025 Q2 REDUCED 10 -150 -93.8% 0.00% $705 2025-07-23 $70.70
2025 Q1 UNCHANGED 160 β€” 0% 0.00% $12K 2025-05-02 $64.07
2024 Q4 REDUCED 160 -990 -86.1% 0.00% $10K 2025-01-21 $63.51
2024 Q3 INITIATED 1,150 β€” β€” 0.03% $76K 2024-11-08 $63.12

FAQ About Sachetta, 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 Sachetta, LLC reported owning SHEL?

Sachetta, LLC reported SHEL across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported SHEL position in Sachetta, LLC's portfolio?

The largest reported portfolio weight for SHEL was 0.03% in 2024 Q3.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2025 Q3, when Sachetta, LLC reported 10 shares, equal to 0.00% of portfolio, with an estimated market value of $716.

What does the chart on this SHEL ownership page compare?

The chart compares Sachetta, 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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