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Shell Adr Each Rep 2 Ord Wi shares owned by Caldwell Trust

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

Historical chart of Caldwell Trust 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 Caldwell Trust 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 Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 29k 71.53

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

Top funds holding Shell Adr Each Rep 2 Ord Wi

FMR
Fisher Investments
Dimensional Fund Advisors
Eagle Capital Management
Morgan Stanley
BlackRock
Wellington Management Company
Franklin Resources
Hotchkis and Wiley Capital Management
D. E. Shaw & Co
Goldman Sachs Group
Citadel Advisors
Mawer Investment Management
40 North Industries
Royal Bank of Canada

View all funds holding Shell Adr Each Rep 2 Ord Wi