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MERITAGE PORTFOLIO MANAGEMENT: SHEL position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 60,243 SHEL shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 60,243 shares
    Change vs previous 13F -684 shares

    0.29% of the 13F portfolio, value $4,426,656.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 60,927 shares
    Change vs previous 13F -602 shares

    0.29% of the 13F portfolio, value $4,358,108.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 61,529 shares
    Change vs previous 13F -1,574 shares

    0.27% of the 13F portfolio, value $4,332,257.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 63,103 shares
    Change vs previous 13F +32,707 shares

    0.31% of the 13F portfolio, value $4,624,188.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 30,396 shares
    Change vs previous 13F -38,558 shares

    0.12% of the 13F portfolio, value $1,904,309.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 68,954 shares
    Change vs previous 13F +20,212 shares

    0.28% of the 13F portfolio, value $4,548,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 48,742 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,518,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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