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Disclosery

InvesTrust: SHEL position timeline

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

InvesTrust held 27,978 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,978 shares
    Change vs previous 13F -1,233 shares

    0.83% of the 13F portfolio, value $2,169,414.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 29,211 shares
    Change vs previous 13F -167 shares

    1.14% of the 13F portfolio, value $2,716,623.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 29,378 shares
    Change vs previous 13F -2,180 shares

    0.83% of the 13F portfolio, value $2,158,695.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 31,558 shares
    Change vs previous 13F -1,455 shares

    0.83% of the 13F portfolio, value $2,257,343.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 33,013 shares
    Change vs previous 13F -47,121 shares

    0.9% of the 13F portfolio, value $2,324,445.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 80,134 shares
    Change vs previous 13F +473 shares

    1.61% of the 13F portfolio, value $5,872,220.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 79,661 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $4,964,599.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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