Shell Adr Each Rep 2 Ord Wi shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors 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 Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Shell Adr Each Rep 2 Ord Wi by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $238k | 2.6k | 93.00 |
| 2023-09-30 | $275k | 4.2k | 65.49 |
| 2023-06-30 | $371k | 6.2k | 60.38 |
| 2023-03-31 | $354k | 6.2k | 57.54 |
| 2022-12-31 | $367k | 6.5k | 56.95 |
| 2022-09-30 | $367k | 6.6k | 56.03 |
| 2022-06-30 | $372k | 7.4k | 50.26 |
| 2022-03-31 | $294k | 5.3k | 55.00 |
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