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BFSG, LLC

SEC CIK
0001706836
Latest filing
Jul 20, 2026

SHEL holding history

Shell plc in every 13F filed by BFSG, 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)
1,619
Value
$125.5K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of SHEL by BFSG, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,619$125.5K<0.1%+139+9.4%AddedHolders
Q1 20261,480$137.6K<0.1%00.0%UnchangedHolders
Q4 20251,480$108.8K<0.1%+27+1.9%AddedHolders
Q3 20251,453$103.9K<0.1%00.0%UnchangedHolders
Q2 20251,453$102.3K<0.1%+18+1.3%AddedHolders
Q1 20251,435$105.2K<0.1%−60−4.0%ReducedHolders
Q4 20241,495$93.7K<0.1%+34+2.3%AddedHolders
Q3 20241,461$96.4K<0.1%+22+1.5%AddedHolders
Q2 20241,439$103.9K<0.1%−50−3.4%ReducedHolders
Q1 20241,489$99.8K<0.1%+39+2.7%AddedHolders
Q4 20231,450$95.4K<0.1%+1,450NewHolders