Ownership history in SUMMIT SECURITIES GROUP LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in SHELL PLC (SHEL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SUMMIT SECURITIES GROUP LLC underperformed the S&P 500 by β1.2% annually on this SHEL position. Timing score: 41% (7/17 decisions correct). Average cost basis: $54.90. Maximum drawdown during holding period: β11.5%.
β οΈ Trailed SPY by 1.2% ann. on this position.
17 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 17 add/trim decisions correct
Best entry: $43.31 (2022 Q3) Β· Worst: $68.42 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 10 trims. Bought during 2 of 4 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size