Skip to main content
Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

SHEL holding history

Shell plc in every 13F filed by Personal Cfo Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHEL overviewAll 13F holders of SHELFull Q2 2026 holdings

Shares (Q2 2026)
5,936
Value
$460.3K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of SHEL by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,936$460.3K0.1%+6+0.1%AddedHolders
Q1 20265,930$551.5K0.1%+707+13.5%AddedHolders
Q4 20255,223$383.8K0.1%+62+1.2%AddedHolders
Q3 20255,161$369.2K0.1%+48+0.9%AddedHolders
Q2 20255,113$360.0K0.1%+179+3.6%AddedHolders
Q1 20254,934$361.6K0.1%+23+0.5%AddedHolders
Q4 20244,911$307.6K0.1%−851−14.8%ReducedHolders
Q3 20245,762$380.0K0.1%−276−4.6%ReducedHolders
Q2 20246,038$435.8K0.1%+429+7.6%AddedHolders
Q1 20245,609$376.1K0.1%−251−4.3%ReducedHolders
Q4 20235,860$385.7K0.1%+597+11.3%AddedHolders
Q3 20235,263$338.8K0.1%+517+10.9%AddedHolders
Q2 20234,746$286.6K0.1%+66+1.4%AddedHolders
Q1 20234,680$269.3K0.1%+183+4.1%AddedHolders
Q4 20224,497$256.1K0.1%+417+10.2%AddedHolders
Q3 20224,080$203.0K0.1%−530−11.5%ReducedHolders
Q2 20224,610$241.0K0.1%−492−9.6%ReducedHolders
Q1 20225,102$280.0K0.1%+5,102NewHolders