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Livermore
Livermore
ZHEN

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

SHEL holding history

Shell plc in every 13F filed by Mattern Wealth Management 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)
7,520
Value
$583.1K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of SHEL by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,520$583.1K0.1%00.0%UnchangedHolders
Q1 20267,520$699.4K0.1%00.0%UnchangedHolders
Q4 20257,520$552.6K0.1%00.0%UnchangedHolders
Q3 20257,520$537.9K0.1%00.0%UnchangedHolders
Q2 20257,520$529.5K0.1%+120+1.6%AddedHolders
Q1 20257,400$542.3K0.1%+1,625+28.1%AddedHolders
Q4 20245,775$361.8K0.1%−491−7.8%ReducedHolders
Q3 20246,266$413.2K0.1%00.0%UnchangedHolders
Q2 20246,266$452.3K0.1%+87+1.4%AddedHolders
Q1 20246,179$414.2K0.1%+20.0%AddedHolders
Q4 20236,177$406.4K0.1%+402+7.0%AddedHolders
Q3 20235,775$371.8K0.1%+175+3.1%AddedHolders
Q2 20235,600$338.1K0.1%00.0%UnchangedHolders
Q1 20235,600$322.2K0.1%00.0%UnchangedHolders
Q4 20225,600$318.9K0.1%+700+14.3%AddedHolders
Q3 20224,900$244.0K0.1%+500+11.4%AddedHolders
Q2 20224,400$230.0K0.1%+4,400NewHolders