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Disclosery

Obermeyer Wealth Partners: SHEL position timeline

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

Obermeyer Wealth Partners held 27,740 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,740 shares
    Change vs previous 13F -4,887 shares

    0.09% of the 13F portfolio, value $2,150,960.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 32,627 shares
    Change vs previous 13F -1,225 shares

    0.14% of the 13F portfolio, value $3,034,311.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 33,852 shares
    Change vs previous 13F -853 shares

    0.11% of the 13F portfolio, value $2,487,445.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 34,705 shares
    Change vs previous 13F +191 shares

    0.12% of the 13F portfolio, value $2,482,449.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 34,514 shares
    Change vs previous 13F +14,979 shares

    0.12% of the 13F portfolio, value $2,430,131.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 19,535 shares
    Change vs previous 13F +192 shares

    0.08% of the 13F portfolio, value $1,431,525.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 19,343 shares
    Change vs previous 13F +21 shares

    0.06% of the 13F portfolio, value $1,211,839.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 19,322 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,274,286.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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