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Baker Avenue Asset Management, LP: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Avenue Asset Management, LP on SHEL, newest first. How the timeline and the estimate are built.

Baker Avenue Asset Management, LP held 27,755 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,755 shares
    Change vs previous 13F -5,323 shares

    0.04% of the 13F portfolio, value $2,152,153.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 33,078 shares
    Change vs previous 13F -20,639 shares

    0.07% of the 13F portfolio, value $3,076,208.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 53,717 shares
    Change vs previous 13F +12,741 shares

    0.09% of the 13F portfolio, value $3,947,118.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 40,976 shares
    Change vs previous 13F -90 shares

    0.07% of the 13F portfolio, value $2,930,982.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 41,066 shares
    Change vs previous 13F -176 shares

    0.08% of the 13F portfolio, value $2,891,433.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 41,242 shares
    Change vs previous 13F +2,275 shares

    0.09% of the 13F portfolio, value $3,022,214.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 38,967 shares
    Change vs previous 13F -19,677 shares

    0.07% of the 13F portfolio, value $2,441,269.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 58,644 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,867,586.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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