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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

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Quarterly 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