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Disclosery

Caprock Group, LLC: SHEL position timeline

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

Caprock Group, LLC held 43,058 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,058 shares
    Change vs previous 13F +579 shares

    0.06% of the 13F portfolio, value $3,338,789.

    13F-HR 0001610769-26-000003 filed by Caprock Group, LLC
    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 42,479 shares
    Change vs previous 13F +551 shares

    0.1% of the 13F portfolio, value $3,950,630.

    13F-HR 0001610769-26-000002 filed by Caprock Group, LLC
    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 41,928 shares
    Change vs previous 13F +1,325 shares

    0.07% of the 13F portfolio, value $3,080,890.

    13F-HR 0001610769-26-000001 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 40,603 shares
    Change vs previous 13F +2,825 shares

    0.07% of the 13F portfolio, value $3,028,363.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 37,778 shares
    Change vs previous 13F +6,915 shares

    0.08% of the 13F portfolio, value $2,768,441.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 30,863 shares
    Change vs previous 13F +791 shares

    0.06% of the 13F portfolio, value $1,933,614.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 30,072 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,983,300.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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