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Worth Asset Management, LLC

SEC CIK
0001927285
Latest filing
Jul 8, 2026

SHEL holding history

Shell plc in every 13F filed by Worth Asset 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2022
Holdings of SHEL by Worth Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−945−100.0%Sold outHolders
Q2 2023945$57.1K<0.1%+317+50.5%AddedHolders
Q1 2023628$36.1K<0.1%+158+33.6%AddedHolders
Q4 2022470$26.8K<0.1%+470NewHolders
Q2 20220$00.0%−300−100.0%Sold outHolders
Q1 2022300$17.0K<0.1%–No prior filingHolders