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Stamos Capital Partners, L.P.: SHEL position timeline

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

Stamos Capital Partners, L.P. held 84,239 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,239 shares
    Change vs previous 13F +42,043 shares

    1% of the 13F portfolio, value $6,531,892.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 42,196 shares
    Change vs previous 13F -65,384 shares

    0.61% of the 13F portfolio, value $3,924,228.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 107,580 shares
    Change vs previous 13F -15,778 shares

    1.27% of the 13F portfolio, value $7,904,978.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 123,358 shares
    Change vs previous 13F -68,976 shares

    1.66% of the 13F portfolio, value $8,823,798.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 192,334 shares
    Change vs previous 13F +78,724 shares

    2.43% of the 13F portfolio, value $13,542,237.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 113,610 shares
    Change vs previous 13F -88,790 shares

    2.18% of the 13F portfolio, value $8,325,341.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 202,400 shares
    Change vs previous 13F +34,720 shares

    2.98% of the 13F portfolio, value $12,680,360.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 167,680 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $11,058,496.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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