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Disclosery

HENNESSY ADVISORS INC: SHEL position timeline

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

HENNESSY ADVISORS INC held 79,700 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,700 shares
    Change vs previous 13F -1,500 shares

    0.2% of the 13F portfolio, value $6,179,938.

    13F-HR 0000897069-26-001507 filed by HENNESSY ADVISORS INC
    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 81,200 shares
    Change vs previous 13F +4,700 shares

    0.27% of the 13F portfolio, value $7,551,600.

    13F-HR 0000897069-26-000920 filed by HENNESSY ADVISORS INC
    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 76,500 shares
    Change vs previous 13F -4,300 shares

    0.2% of the 13F portfolio, value $5,621,220.

    13F-HR 0000897069-26-000187 filed by HENNESSY ADVISORS INC
    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 80,800 shares
    Change vs previous 13F -1,200 shares

    0.2% of the 13F portfolio, value $5,779,624.

    13F-HR 0000897069-25-001587 filed by HENNESSY ADVISORS INC
    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 82,000 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $5,773,620.

    13F-HR 0000897069-25-001186 filed by HENNESSY ADVISORS INC
    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 82,000 shares
    Change vs previous 13F +3,900 shares

    0.2% of the 13F portfolio, value $6,008,960.

    13F-HR 0000897069-25-000822 filed by HENNESSY ADVISORS INC
    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 78,100 shares
    Change vs previous 13F -2,800 shares

    0.15% of the 13F portfolio, value $4,892,965.

    13F-HR 0000897069-25-000103 filed by HENNESSY ADVISORS INC
    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 80,900 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,335,355.

    13F-HR 0000897069-24-001965 filed by HENNESSY ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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