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Cetera Investment Advisers: SHEL position timeline

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

Cetera Investment Advisers held 355,545 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 355,545 shares
    Change vs previous 13F -1,843 shares

    0.03% of the 13F portfolio, value $27,568,973.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 357,388 shares
    Change vs previous 13F +15,467 shares

    0.04% of the 13F portfolio, value $33,237,065.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 341,921 shares
    Change vs previous 13F +19,461 shares

    0.03% of the 13F portfolio, value $25,124,352.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 322,460 shares
    Change vs previous 13F +147,345 shares

    0.03% of the 13F portfolio, value $23,065,622.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 175,115 shares
    Change vs previous 13F -4,045 shares

    0.02% of the 13F portfolio, value $12,329,895.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 179,160 shares
    Change vs previous 13F -8,329 shares

    0.03% of the 13F portfolio, value $13,128,858.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 187,489 shares
    Change vs previous 13F +18,317 shares

    0.02% of the 13F portfolio, value $11,746,197.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 169,172 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $11,156,880.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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