Security key
780259305
- Type / Class
- Equity / SPON ADS
- Total 13F shares
- 3,025
- Share change
- 0
- Total reported value
- $206,124
- Price per share
- $68.14
- Number of holders
- 3
Report period
Q3 2018
Institutions
3
Top holders
3
SHEL full security history
Newer quarter: Q4 2018
Previous quarter: Q2 2018
Shell plc SEC filings
Shell plc company facts
Broader feeds
Reporting periods
Holder history for CUSIP 780259305
Recent filing periods:
Top shareholders of SHEL - Shell plc - SPON ADS (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Anchor Investment Management, LLC |
13F
|
Company |
—
class O/S missing
|
1,512
|
$104,676 | — | 30 Jun 2018 | |
| Sutton Wealth Advisors Inc. |
13F
|
Company |
—
class O/S missing
|
1,407
|
$97,407 | — | 30 Jun 2018 | |
| WEST PACES ADVISORS INC. |
13F
|
Company |
—
class O/S missing
|
106
|
$7,338 | — | 30 Jun 2018 |
Institutional Holders of Shell plc - SPON ADS (SHEL) as of Q3 2018
As of 30 Sep 2018,
Shell plc - SPON ADS (SHEL) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,025 shares.
The largest 3 holders included
Anchor Investment Management, LLC, Sutton Wealth Advisors Inc., and WEST PACES ADVISORS INC..
This page lists
3
institutional shareholders reporting positions in this security
for the Q3 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2018 vs Q2 2018 Across Filers
Q2 2018 holders
3
Q3 2018 holders
3
Holder diff
0
| Investor | Q2 2018 Shares | Q3 2018 Shares | Share Diff | Share Chg % | Q2 2018 Value $ | Q3 2018 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.