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Livermore
Livermore
ZHEN

W Advisors, LLC

SEC CIK
0001929907
Latest filing
Jul 31, 2026

SHEL holding history

Shell plc in every 13F filed by W 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)
9,764
Value
$757.1K
% of portfolio
0.3%
Quarters held
18
Since Q1 2022
Holdings of SHEL by W Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,764$757.1K0.3%00.0%UnchangedHolders
Q1 20269,764$908.1K0.5%00.0%UnchangedHolders
Q4 20259,764$717.5K0.4%00.0%UnchangedHolders
Q3 20259,764$698.4K0.4%00.0%UnchangedHolders
Q2 20259,764$687.5K0.4%00.0%UnchangedHolders
Q1 20259,764$715.5K0.4%00.0%UnchangedHolders
Q4 20249,764$611.7K0.4%00.0%UnchangedHolders
Q3 20249,764$643.9K0.4%00.0%UnchangedHolders
Q2 20249,764$704.8K0.5%00.0%UnchangedHolders
Q1 20249,764$654.6K0.4%00.0%UnchangedHolders
Q4 20239,764$642.5K0.5%00.0%UnchangedHolders
Q3 20239,764$628.6K0.5%00.0%UnchangedHolders
Q2 20239,764$589.5K0.5%00.0%UnchangedHolders
Q1 20239,764$561.8K0.5%00.0%UnchangedHolders
Q4 20229,764$556.1K0.5%−100−1.0%ReducedHolders
Q3 20229,864$491.0K0.5%00.0%UnchangedHolders
Q2 20229,864$516.0K0.4%00.0%UnchangedHolders
Q1 20229,864$542.0K0.4%+9,864NewHolders