Montecito Bank & Trust »

Shell Adr Each Rep 2 Ord Wi shares owned by Montecito Bank & Trust

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

Historical chart of Montecito Bank & Trust 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 Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Shell Adr Each Rep 2 Ord Wi by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $204k 3.1k 65.95
2024-06-30 $205k 2.8k 72.18
2024-03-31 $240k 3.6k 67.04
2023-12-31 $222k 3.4k 65.80

More positions owned by Montecito Bank & Trust

Ishares Russell 1000 Growth Etf Equities (IWF)
Nvidia Corp Equities (NVDA)
Microsoft Corp Equities (MSFT)
Vanguard Intermediate-term Bond Fixed Income (BIV)
Ishares Core U.s. Aggregate Bon Fixed Income (AGG)
Ishares Core S&p 500 Etf Equities (IVV)
Spdr S&p 500 Etf Trust Equities (SPY)
Ishares U.s. Treasury Bond Etf Fixed Income (GOVT)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Short-term Treasury Et Fixed Income (VGSH)
Ishares Msci Usa Quality Factor Equities (QUAL)
Eli Lilly & Co Equities (LLY)
Ishares Russell 1000 Value Etf Equities (IWD)
Vanguard Short-term Corporate B Fixed Income (VCSH)
Ishares Core Msci Eafe Etf Equities (IEFA)

View all positions for Montecito Bank & Trust

Top funds holding Shell Adr Each Rep 2 Ord Wi

Fisher Investments
Dimensional Fund Advisors
Eagle Capital Management
Morgan Stanley
Bank of America Corporation
BlackRock
BlackRock
T. Rowe Price Associates
Hotchkis and Wiley Capital Management
40 North Industries
Franklin Resources
Point72 Asset Management
D. E. Shaw & Co
Mawer Investment Management
Goldman Sachs Group

View all funds holding Shell Adr Each Rep 2 Ord Wi