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Disclosery

Crewe Advisors LLC: SHEL position timeline

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

Crewe Advisors LLC held 13,577 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,577 shares
    Change vs previous 13F -548 shares

    0.08% of the 13F portfolio, value $1,052,761.

    13F-HR 0001730033-26-000003 filed by Crewe Advisors 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 14,125 shares
    Change vs previous 13F -21 shares

    0.11% of the 13F portfolio, value $1,313,625.

    13F-HR 0001730033-26-000002 filed by Crewe Advisors 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 14,146 shares
    Change vs previous 13F -697 shares

    0.09% of the 13F portfolio, value $1,039,449.

    13F-HR 0001730033-26-000001 filed by Crewe Advisors 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 14,843 shares
    Change vs previous 13F +21 shares

    0.1% of the 13F portfolio, value $1,061,720.

    13F-HR 0001730033-25-000006 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 14,822 shares
    Change vs previous 13F -723 shares

    0.15% of the 13F portfolio, value $1,043,618.

    13F-HR 0001730033-25-000004 filed by Crewe Advisors LLC
    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 15,545 shares
    Change vs previous 13F +144 shares

    0.16% of the 13F portfolio, value $1,139,138.

    13F-HR 0001730033-25-000002 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 15,401 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $964,873.

    13F-HR 0001730033-25-000001 filed by Crewe Advisors LLC
    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 15,401 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,015,696.

    13F-HR 0001730033-24-000005 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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