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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

SHEL holding history

Shell plc in every 13F filed by Arkadios Wealth Advisors, 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)
35,924
Value
$2.79M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of SHEL by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,924$2.79M<0.1%−4,010−10.0%ReducedHolders
Q1 202639,934$3.71M0.1%−2,664−6.3%ReducedHolders
Q4 202542,598$3.13M0.1%+4,347+11.4%AddedHolders
Q3 202538,251$2.74M0.1%+1,686+4.6%AddedHolders
Q2 202536,565$2.57M0.1%−439−1.2%ReducedHolders
Q1 202537,004$2.71M0.1%+21,016+131.4%AddedHolders
Q4 202415,988$1.00M0.1%+3,526+28.3%AddedHolders
Q3 202412,462$821.8K<0.1%−2,971−19.3%ReducedHolders
Q2 202415,433$1.11M0.1%−2,215−12.6%ReducedHolders
Q1 202417,648$1.18M0.1%+3,636+25.9%AddedHolders
Q4 202314,012$922.0K0.1%+463+3.4%AddedHolders
Q3 202313,549$872.3K0.1%+2,746+25.4%AddedHolders
Q2 202310,803$652.3K0.1%−59−0.5%ReducedHolders
Q1 202310,862$625.0K0.1%−705−6.1%ReducedHolders
Q4 202211,567$658.7K0.1%+2,840+32.5%AddedHolders
Q3 20228,727$434.0K0.1%+1,533+21.3%AddedHolders
Q2 20227,194$376.0K0.1%+483+7.2%AddedHolders
Q1 20226,711$369.0K<0.1%+6,711NewHolders