IFG
RDS.B

Independent Financial Group’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Independent Financial Group’s Portfolio RDS.B Stock Details RDS.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,679
Closed -$463K – 872
2021
Q4 		$463K Buy
10,679
+326
+3% +$14.7K 0.04% 438
2021
Q3 		$458K Buy
10,353
+395
+4% +$15.6K 0.05% 386
2021
Q2 		$387K Buy
9,958
+110
+1% +$4.14K 0.04% 446
2021
Q1 		$363K Buy
9,848
+100
+1% +$3.82K 0.05% 413
2020
Q4 		$328K Buy
9,748
+451
+5% +$13.4K 0.05% 407
2020
Q3 		$225K Sell
9,297
-295
-3% -$8.45K 0.04% 424
2020
Q2 		$292K Buy
9,592
+1,605
+20% +$52.5K 0.06% 322
2020
Q1 		$261K Buy
+7,987
New +$374K 0.08% 274

Other funds holding RDS.B

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Independent Financial Group's RDS.B Position: Q1 2022 in Review

Independent Financial Group sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 10,679 shares — an estimated $463K sold.

Independent Financial Group first reported a position in RDS.B in Q1 2020 and held it in 8 quarters. The position peaked at $463K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Independent Financial Group reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Independent Financial Group sold 10,679 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $463K.
  • Independent Financial Group first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2020 and held it in 8 quarters.
  • Independent Financial Group's Royal Dutch Shell PLC ADS Class B position peaked at $463K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.