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CAPTRUST FINANCIAL ADVISORS: SHEL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 165,033 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,033 shares
    Change vs previous 13F -17,421 shares

    0.02% of the 13F portfolio, value $12,796,626.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 182,454 shares
    Change vs previous 13F +1,824 shares

    0.03% of the 13F portfolio, value $16,968,261.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 180,630 shares
    Change vs previous 13F +42,129 shares

    0.03% of the 13F portfolio, value $13,272,657.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 138,501 shares
    Change vs previous 13F +1,415 shares

    0.02% of the 13F portfolio, value $9,906,949.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 137,086 shares
    Change vs previous 13F +7,179 shares

    0.02% of the 13F portfolio, value $9,652,208.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 129,907 shares
    Change vs previous 13F +1,557 shares

    0.02% of the 13F portfolio, value $9,519,608.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 128,350 shares
    Change vs previous 13F -12,751 shares

    0.02% of the 13F portfolio, value $8,041,117.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 141,101 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,305,638.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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