Stonebridge Financial Group, LLC SHEL — SHELL PLC

Ownership history in Stonebridge Financial Group, LLC  ·  4 quarters on record

AI Ownership Summary

Stonebridge Financial Group, LLC reported SHELL PLC (SHEL) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows SHEL at 0.02% 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 Stonebridge Financial Group, 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
2026 Q3

SHEL was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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
2024 Q4 to 2026 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.

SHEL stock page Stonebridge Financial Group, LLC fund profile Stonebridge Financial Group, LLC full holdings
How Stonebridge Financial Group, LLC 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 Q3 ADDED — — — 2,498 +2 +0.1% 0.02% $237K 2026-10-01 $95.61
2026 Q1 ADDED — — — 2,496 +898 +56.2% 0.02% $232K 2026-04-08 $90.39
2025 Q1 UNCHANGED — — — 1,598 — 0% 0.01% $117K 2025-04-25 $62.20
2024 Q4 INITIATED — — — 1,598 — — 0.01% $100K 2025-01-29 $60.53

🏢 Other funds also holding SHEL

As of 2026 Q3 — sorted by position size

Eastover Investment Advisors LLC 3Y 7Y 3.68% Parrish Capital LLC 1.88% HF Advisory Group, LLC 3Y 1.45% Miller Global Investments, LLC 1.1% Red Spruce Capital, LLC 3Y 0.71% JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.62% RFG - Bristol Wealth Advisors, LLC 0.5% Vann Equity Management LLC 0.45% Dorato Capital Management 0.43% NEVILLE RODIE & SHAW INC 3Y 7Y 0.43%

FAQ About Stonebridge Financial Group, 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 Stonebridge Financial Group, LLC reported owning SHEL?

Stonebridge Financial Group, LLC reported SHEL across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported SHEL position in Stonebridge Financial Group, LLC's portfolio?

The largest reported portfolio weight for SHEL was 0.02% in 2026 Q1.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2026 Q3, when Stonebridge Financial Group, LLC reported 2,498 shares, equal to 0.02% of portfolio, with an estimated market value of $237K.

What does the chart on this SHEL ownership page compare?

The chart compares Stonebridge Financial Group, 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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