- Type / Class
- Equity / SPON ADS
- Total 13F shares
- 4,450
- Share change
- -3,779
- Total reported value
- $155,764
- Price per share
- $34.89
- Number of holders
- 4
- Value change
- -$224,499
- Number of buys
- 1
- Number of sells
- 1
Quarterly Holders Quick Answers
What is CUSIP 780259305?
CUSIP 780259305 identifies SHEL - Shell plc - SPON ADS in SEC institutional holdings data.
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These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 780259305:
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 |
|---|---|---|---|---|---|---|---|---|
| TRAPHAGEN INVESTMENT ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
3,846
|
$226,837 | — | 31 Dec 2019 | |
| Anchor Investment Management, LLC |
13F
|
Company |
—
class O/S missing
|
1,440
|
$84,931 | — | 31 Dec 2019 | |
| Sutton Wealth Advisors Inc. |
13F
|
Company |
—
class O/S missing
|
1,407
|
$82,985 | — | 31 Dec 2019 | |
| Global Financial Private Client, LLC |
13F
|
Company |
—
class O/S missing
|
1,200
|
$70,776 | — | 31 Dec 2019 | |
| Halpern Financial, Inc. |
13F
|
Company |
—
class O/S missing
|
336
|
$19,817 | — | 31 Dec 2019 |
Institutional Holders of Shell plc - SPON ADS (SHEL) as of Q1 2020
As of 31 Mar 2020,
Shell plc - SPON ADS (SHEL) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,450 shares.
The largest 4 holders included
Anchor Investment Management, LLC, Sutton Wealth Advisors Inc., Global Financial Private Client, LLC, and Halpern Financial, Inc..
This page lists
4
institutional shareholders reporting positions in this security
for the Q1 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2020 vs Q4 2019 Across Filers
Q4 2019 holders
5
Q1 2020 holders
4
Holder diff
-1
| Investor | Q4 2019 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q4 2019 Value $ | Q1 2020 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.