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Allen Mooney & Barnes Investment Advisors LLC: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allen Mooney & Barnes Investment Advisors LLC on SHEL, newest first. How the timeline and the estimate are built.

Allen Mooney & Barnes Investment Advisors LLC held 2,640 SHEL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,640 shares
    Change vs previous 13F -74 shares

    0.04% of the 13F portfolio, value $250,963.

    13F-HR 0001213900-26-107847 filed by Allen Mooney & Barnes Investment Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,714 shares
    Change vs previous 13F +106 shares

    0.03% of the 13F portfolio, value $210,409.

    13F-HR 0001213900-26-077422 filed by Allen Mooney & Barnes Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,608 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $242,548.

    13F-HR 0001213900-26-042959 filed by Allen Mooney & Barnes Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).