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Disclosery

Nelson Capital Management, LLC: SHEL position timeline

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

Nelson Capital Management, LLC held 35,959 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,959 shares
    Change vs previous 13F -90 shares

    0.31% of the 13F portfolio, value $2,788,281.

    13F-HR 0001512611-26-000004 filed by Nelson Capital Management, LLC
    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 36,049 shares
    Change vs previous 13F +779 shares

    0.41% of the 13F portfolio, value $3,352,581.

    13F-HR 0001512611-26-000002 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 35,270 shares
    Change vs previous 13F +233 shares

    0.3% of the 13F portfolio, value $2,591,659.

    13F-HR 0001512611-26-000001 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 35,037 shares
    Change vs previous 13F -236 shares

    0.3% of the 13F portfolio, value $2,506,215.

    13F-HR 0001512611-25-000003 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 35,273 shares
    Change vs previous 13F -146 shares

    0.33% of the 13F portfolio, value $2,483,590.

    13F-HR 0001085146-25-004113 filed by Nelson Capital Management, LLC
    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 35,419 shares
    Change vs previous 13F -536 shares

    0.45% of the 13F portfolio, value $2,595,523.

    13F-HR 0001085146-25-002617 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 35,955 shares
    Change vs previous 13F -769 shares

    0.37% of the 13F portfolio, value $2,252,597.

    13F-HR 0001085146-25-000793 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 36,724 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,421,965.

    13F-HR 0001085146-24-005339 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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