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Net Worth Advisory Group: SHEL position timeline

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

Net Worth Advisory Group held 13,173 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 13,173 shares
    Change vs previous 13F +1,411 shares

    0.26% of the 13F portfolio, value $1,021,400.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 11,762 shares
    Change vs previous 13F -265 shares

    0.23% of the 13F portfolio, value $1,093,902.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 12,027 shares
    Change vs previous 13F +2,372 shares

    0.18% of the 13F portfolio, value $883,729.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 9,655 shares
    Change vs previous 13F +1,625 shares

    0.2% of the 13F portfolio, value $690,621.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 8,030 shares
    Change vs previous 13F +331 shares

    0.13% of the 13F portfolio, value $565,384.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 7,699 shares
    Change vs previous 13F -480 shares

    0.18% of the 13F portfolio, value $564,193.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 8,179 shares
    Change vs previous 13F -2,395 shares

    0.16% of the 13F portfolio, value $512,441.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 10,574 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $697,330.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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