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Choice Wealth Advisors, LLC

SEC CIK
0001842357
Latest filing
Jul 9, 2026

SHEL holding history

Shell plc in every 13F filed by Choice Wealth Advisors, 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)
2,976
Value
$230.8K
% of portfolio
0.1%
Quarters held
7
Since Q2 2024
Holdings of SHEL by Choice Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,976$230.8K0.1%00.0%UnchangedHolders
Q1 20262,976$276.8K0.1%00.0%UnchangedHolders
Q4 20252,976$218.7K0.1%00.0%UnchangedHolders
Q3 20252,976$212.9K0.1%00.0%UnchangedHolders
Q2 20252,976$209.5K0.1%00.0%UnchangedHolders
Q1 20252,976$218.1K0.1%+2,976NewHolders
Q3 20240$00.0%−2,976−100.0%Sold outHolders
Q2 20242,976$214.8K0.1%+2,976NewHolders