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Disclosery

Savvy Advisors, Inc.: SHEL position timeline

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

Savvy Advisors, Inc. held 20,989 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,989 shares
    Change vs previous 13F +1,246 shares

    0.03% of the 13F portfolio, value $1,627,457.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 19,743 shares
    Change vs previous 13F +583 shares

    0.05% of the 13F portfolio, value $1,836,084.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 19,160 shares
    Change vs previous 13F +952 shares

    0.05% of the 13F portfolio, value $1,407,869.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 18,208 shares
    Change vs previous 13F +3,415 shares

    0.06% of the 13F portfolio, value $1,302,452.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 14,793 shares
    Change vs previous 13F +2,403 shares

    0.07% of the 13F portfolio, value $1,041,563.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 12,390 shares
    Change vs previous 13F +2,905 shares

    0.09% of the 13F portfolio, value $907,960.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 9,485 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $594,209.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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