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Allied Investment Advisors, LLC: SHEL position timeline

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

Allied Investment Advisors, LLC held 206,455 SHEL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 206,455 shares
    Change vs previous 13F +2,112 shares

    1.85% of the 13F portfolio, value $19,623,548.

    13F-HR 0001729869-26-000006 filed by Allied Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 204,343 shares
    Change vs previous 13F +4,154 shares

    1.99% of the 13F portfolio, value $15,844,756.

    13F-HR 0001729869-26-000004 filed by Allied 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 200,189 shares
    Change vs previous 13F +3,737 shares

    2.67% of the 13F portfolio, value $18,617,577.

    13F-HR 0001729869-26-000003 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 196,452 shares
    Change vs previous 13F +4,720 shares

    2.23% of the 13F portfolio, value $14,435,293.

    13F-HR 0001729869-26-000001 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 191,732 shares
    Change vs previous 13F +6,546 shares

    2.18% of the 13F portfolio, value $13,714,590.

    13F-HR 0001729869-25-000009 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 185,186 shares
    Change vs previous 13F +3,559 shares

    2.28% of the 13F portfolio, value $13,038,946.

    13F-HR 0001729869-25-000006 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 181,627 shares
    Change vs previous 13F +7,940 shares

    2.52% of the 13F portfolio, value $13,309,627.

    13F-HR 0001729869-25-000004 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 173,687 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $10,881,491.

    13F-HR 0001729869-25-000002 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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