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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Shell Adr Each Rep 2 Ord Wi held by Capital Advisors 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 Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $296k 3.8k 77.55

More positions owned by Capital Advisors Wealth Management

Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard World Inf Tech Etf (VGT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Capital Advisors Wealth Management

Top funds holding Shell Adr Each Rep 2 Ord Wi

FMR
Fisher Investments
Dimensional Fund Advisors
T. Rowe Price Associates
Morgan Stanley
Mawer Investment Management
Bank of America Corporation
Franklin Resources
Arrowstreet Capital, Limited Partnership
Wellington Management Company
Hotchkis and Wiley Capital Management
Citadel Advisors
Goldman Sachs Group
BlackRock
Eagle Capital Management

View all funds holding Shell Adr Each Rep 2 Ord Wi