Forefront Wealth Management Inc. / SHEL
Forefront Wealth Management Inc.’s Shell PLC Position
Does Forefront Wealth Management Inc. own Shell PLC (SHEL)? Yes — 34.8K shares worth $3M (+1.84% of its 13F portfolio) as of Q4 2025, down from 35.6K shares the prior filed quarter.
Position Value
$3M
Q4 2025
Shares
34.8K
% of Portfolio
+1.84%
Quarters Held
12
currently held
Position History SHEL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 34.8K | $3M | +1.84% |
| Q3 2025 | 35.6K | $3M | +1.87% |
| Q2 2025 | 36.1K | $3M | +2.04% |
| Q1 2025 | 36.1K | $3M | +2.45% |
| Q4 2024 | 36.0K | $2M | +2.08% |
| Q3 2023 | 10.6K | $684,715 | +0.96% |
| Q2 2023 | 10.6K | $641,828 | +0.85% |
| Q1 2023 | 10.6K | $611,335 | +0.80% |
| Q4 2022 | 10.6K | $604,741 | +0.81% |
| Q3 2022 | 10.6K | $528,000 | +0.74% |
| Q2 2022 | 10.6K | $554,000 | +0.75% |
| Q1 2022 | 10.6K | $582,000 | +0.58% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forefront Wealth Management Inc.’s full portfolio or all institutional holders of SHEL.