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Simon Quick Advisors, LLC

SEC CIK
0001692038
Latest filing
Jul 28, 2026

SHEL holding history

Shell plc in every 13F filed by Simon Quick Advisors, 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)
4,632
Value
$359.2K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of SHEL by Simon Quick Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,632$359.2K<0.1%−1,191−20.5%ReducedHolders
Q1 20265,823$541.6K<0.1%−1,962−25.2%ReducedHolders
Q4 20257,785$572.1K<0.1%−969−11.1%ReducedHolders
Q3 20258,754$626.2K<0.1%+886+11.3%AddedHolders
Q2 20257,868$554.0K<0.1%−4,104−34.3%ReducedHolders
Q1 202511,972$877.3K<0.1%+1,513+14.5%AddedHolders
Q4 202410,459$655.3K<0.1%+7+0.1%AddedHolders
Q3 202410,452$689.3K<0.1%+2,352+29.0%AddedHolders
Q2 20248,100$584.7K<0.1%+231+2.9%AddedHolders
Q1 20247,869$527.5K<0.1%−83−1.0%ReducedHolders
Q4 20237,952$523.2K<0.1%−404−4.8%ReducedHolders
Q3 20238,356$538.0K0.1%+643+8.3%AddedHolders
Q2 20237,713$465.7K<0.1%+155+2.1%AddedHolders
Q1 20237,558$434.9K<0.1%−38−0.5%ReducedHolders
Q4 20227,596$432.6K0.1%+1,101+17.0%AddedHolders
Q3 20226,495$323.0K<0.1%−814−11.1%ReducedHolders
Q2 20227,309$379.0K<0.1%+7,309NewHolders