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WorthPointe, LLC

SEC CIK
0001921448
Latest filing
Jul 31, 2026

SHEL holding history

Shell plc in every 13F filed by WorthPointe, 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2023
Holdings of SHEL by WorthPointe, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−3,546−100.0%Sold outHolders
Q4 20233,546$233.3K0.1%+3,546NewHolders