Kw Wealth Management LLC / SHEL
Kw Wealth Management LLC’s Shell PLC Position
Does Kw Wealth Management LLC own Shell PLC (SHEL)? Not currently — the last reported position was 9.2K shares worth $673,701 in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$673,701
Q4 2025
Shares
9.2K
% of Portfolio
+1.02%
Quarters Held
2
position exited
Position History SHEL
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kw Wealth Management LLC’s full portfolio or all institutional holders of SHEL.