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Ascent Group, LLC

SEC CIK
0001913231
Latest filing
Aug 3, 2026

SHEL holding history

Shell plc in every 13F filed by Ascent Group, 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)
7,354
Value
$570.2K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of SHEL by Ascent Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,354$570.2K<0.1%−549−6.9%ReducedHolders
Q1 20267,903$735.0K<0.1%+1,824+30.0%AddedHolders
Q4 20256,079$446.7K<0.1%−512−7.8%ReducedHolders
Q3 20256,591$471.5K<0.1%−2,566−28.0%ReducedHolders
Q2 20259,157$644.7K<0.1%+288+3.2%AddedHolders
Q1 20258,869$649.9K<0.1%+8,869NewHolders