Keystone Financial Group

SEC CIK: 0001729299
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

SHEL holding history

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

SHEL overview All 13F holders of SHEL Full Q2 2026 holdings

Shares (Q2 2026): 4,896
Value: $379.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2023

Holdings of SHEL by Keystone Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,896	$379.6K	<0.1%	+355+7.8%	Added	Holders
Q1 2026	4,541	$421.5K	<0.1%	+4,541	New	Holders
Q4 2023	0	$0	0.0%	−3,144−100.0%	Sold out	Holders
Q3 2023	3,144	$202.4K	<0.1%	+3,144	New	Holders