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Livermore
Livermore
ZHEN

Roberts Wealth Advisors, LLC

SEC CIK
0001885319
Latest filing
Jul 29, 2026

SHEL holding history

Shell plc in every 13F filed by Roberts 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2022
Holdings of SHEL by Roberts Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−31,461−100.0%Sold outHolders
Q3 202531,461$2.25M0.6%−2,441−7.2%ReducedHolders
Q2 202533,902$2.39M0.7%+272+0.8%AddedHolders
Q1 202533,630$2.46M0.8%−21−0.1%ReducedHolders
Q4 202433,651$2.23M0.7%+5,810+20.9%AddedHolders
Q3 202427,841$1.90M0.6%+341+1.2%AddedHolders
Q2 202427,500$2.00M0.7%+124+0.5%AddedHolders
Q1 202427,376$1.97M0.7%+802+3.0%AddedHolders
Q4 202326,574$5.04M0.8%+172+0.7%AddedHolders
Q3 202326,402$1.80M0.8%+218+0.8%AddedHolders
Q2 202326,184$1.58M0.7%−900−3.3%ReducedHolders
Q1 202327,084$1.61M0.7%+27+0.1%AddedHolders
Q4 202227,057$1.51M0.7%+714+2.7%AddedHolders
Q3 202226,343$1.36M0.7%+335+1.3%AddedHolders
Q2 202226,008$1.28M0.6%+431+1.7%AddedHolders
Q1 202225,577$1.43M0.6%+25,577NewHolders