Skip to content
Disclosery

HERITAGE INVESTORS MANAGEMENT CORP: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HERITAGE INVESTORS MANAGEMENT CORP on SHEL, newest first. How the timeline and the estimate are built.

HERITAGE INVESTORS MANAGEMENT CORP held 79,888 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,888 shares
    Change vs previous 13F -1,426 shares

    0.17% of the 13F portfolio, value $6,195,000.

    13F-HR 0000937589-26-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 81,314 shares
    Change vs previous 13F -9,724 shares

    0.23% of the 13F portfolio, value $7,562,000.

    13F-HR 0000937589-26-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 91,038 shares
    Change vs previous 13F -1,664 shares

    0.19% of the 13F portfolio, value $6,689,000.

    13F-HR 0000937589-26-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 92,702 shares
    Change vs previous 13F -881 shares

    0.2% of the 13F portfolio, value $6,631,000.

    13F-HR 0000937589-25-000006 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 93,583 shares
    Change vs previous 13F -2,052 shares

    0.21% of the 13F portfolio, value $6,589,000.

    13F-HR 0000937589-25-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 95,635 shares
    Change vs previous 13F -415 shares

    0.24% of the 13F portfolio, value $7,008,000.

    13F-HR 0000937589-25-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 96,050 shares
    Change vs previous 13F +872 shares

    0.19% of the 13F portfolio, value $6,018,000.

    13F-HR 0000937589-25-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 95,178 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,277,000.

    13F-HR 0000937589-24-000004 filed by HERITAGE INVESTORS MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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