Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: SHEL position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 68,043 SHEL shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 68,043 shares
    Change vs previous 13F +2,384 shares

    0.2% of the 13F portfolio, value $6,327,977.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH 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 ended2025-12-31
    13F 65,659 shares
    Change vs previous 13F +1,473 shares

    0.15% of the 13F portfolio, value $4,824,609.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH 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 ended2025-09-30
    13F 64,186 shares
    Change vs previous 13F +4,265 shares

    0.15% of the 13F portfolio, value $4,591,219.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH 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 ended2025-06-30
    13F 59,921 shares
    Change vs previous 13F -247 shares

    0.15% of the 13F portfolio, value $4,219,055.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH 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 ended2025-03-31
    13F 60,168 shares
    Change vs previous 13F +1,442 shares

    0.16% of the 13F portfolio, value $4,409,094.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH 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 ended2024-12-31
    13F 58,726 shares
    Change vs previous 13F -510 shares

    0.14% of the 13F portfolio, value $3,679,177.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH 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 ended2024-09-30
    13F 59,236 shares
    Change vs previous 13F +197 shares

    0.14% of the 13F portfolio, value $3,906,641.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH 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 ended2024-06-30
    13F 59,039 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,261,436.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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