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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

SHEL holding history

Shell plc in every 13F filed by Avion Wealth, 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)
2,142
Value
$166.0K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of SHEL by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,142$166.0K<0.1%00.0%UnchangedHolders
Q1 20262,142$199.0K<0.1%+1,000+87.6%AddedHolders
Q4 20251,142$83.0K<0.1%00.0%UnchangedHolders
Q3 20251,142$81.0K<0.1%00.0%UnchangedHolders
Q2 20251,142$80.0K<0.1%−7−0.6%ReducedHolders
Q1 20251,149$71.0K<0.1%00.0%UnchangedHolders
Q4 20241,149$71.0K<0.1%−100−8.0%ReducedHolders
Q3 20241,249$82.0K<0.1%−739−37.2%ReducedHolders
Q2 20241,988$143.0K<0.1%−1,617−44.9%ReducedHolders
Q1 20243,605$242.0K0.1%+1,217+51.0%AddedHolders
Q4 20232,388$157.0K<0.1%−400−14.3%ReducedHolders
Q3 20232,788$179.0K0.1%−46−1.6%ReducedHolders
Q2 20232,834$171.0K<0.1%+195+7.4%AddedHolders
Q1 20232,639$150.0K<0.1%−291−9.9%ReducedHolders
Q4 20222,930$145.0K<0.1%00.0%UnchangedHolders
Q3 20222,930$146.0K<0.1%−294−9.1%ReducedHolders
Q2 20223,224$169.0K0.1%+88+2.8%AddedHolders
Q1 20223,136$172.0K<0.1%+3,136NewHolders