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Shell Adr Each Rep 2 Ord Wi shares owned by BigSur Wealth Management

Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by BigSur Wealth Management from 13F filings

Historical chart of BigSur Wealth Management investment in Shell Adr Each Rep 2 Ord Wi

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All positions including Shell Adr Each Rep 2 Ord Wi held by BigSur Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shell Adr Each Rep 2 Ord Wi by BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $233k 3.5k 65.80
2023-09-30 $228k 3.5k 64.38
2023-06-30 $214k 3.5k 60.38

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Russell 3000 Etf (IWV)
Blackstone Group Inc Com Cl A (BX)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Energy (XLE)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Spdr Gold Tr Gold Shs (GLD)
Airbnb Com Cl A (ABNB)
Ishares Tr Msci Usa Esg Slc (SUSA)
Palo Alto Networks (PANW)

View all positions for BigSur Wealth Management

Top funds holding Shell Adr Each Rep 2 Ord Wi

Fisher Investments
Dimensional Fund Advisors
Eagle Capital Management
Arrowstreet Capital, Limited Partnership
Bank of America Corporation
Orbis Allan Gray
Wellington Management Company
Hotchkis and Wiley Capital Management
Franklin Resources
T. Rowe Price Associates
40 North Industries
Mawer Investment Management
Millennium Management
Goldman Sachs Group
Pzena Investment Management

View all funds holding Shell Adr Each Rep 2 Ord Wi