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Ballew Advisors, Inc: SHEL position timeline

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

Ballew Advisors, Inc held 3,738 SHEL shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,738 shares
    Change vs previous 13F -171 shares

    0.18% of the 13F portfolio, value $359,710.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,909 shares
    Change vs previous 13F +5 shares

    0.16% of the 13F portfolio, value $304,970.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    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 3,904 shares
    Change vs previous 13F -196 shares

    0.2% of the 13F portfolio, value $355,608.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    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 4,100 shares
    Change vs previous 13F -195 shares

    0.17% of the 13F portfolio, value $300,041.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    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 4,295 shares
    Change vs previous 13F +305 shares

    0.17% of the 13F portfolio, value $307,755.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    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 3,990 shares
    Change vs previous 13F +4 shares

    0.17% of the 13F portfolio, value $286,996.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    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 3,986 shares
    Change vs previous 13F +5 shares

    0.17% of the 13F portfolio, value $247,471.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    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 3,981 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $258,609.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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