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TruWealth Advisors, LLC: SHEL position timeline

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

TruWealth Advisors, LLC held 322,819 SHEL shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 322,819 shares
    Change vs previous 13F +243 shares

    1.44% of the 13F portfolio, value $30,022,090.

    13F-HR 0002085853-26-000301 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 322,576 shares
    Change vs previous 13F -2,701 shares

    1.16% of the 13F portfolio, value $23,702,899.

    13F-HR 0002085853-26-000014 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 325,277 shares
    Change vs previous 13F -7,267 shares

    1.18% of the 13F portfolio, value $23,267,368.

    13F-HR 0002085853-25-000011 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 332,544 shares
    Change vs previous 13F +8,429 shares

    1.29% of the 13F portfolio, value $23,414,614.

    13F-HR 0001667731-25-000725 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 324,115 shares
    Change vs previous 13F +1,511 shares

    1.43% of the 13F portfolio, value $23,750,937.

    13F-HR 0001667731-25-000395 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 322,604 shares
    Change vs previous 13F -98,221 shares

    1.22% of the 13F portfolio, value $20,210,828.

    13F-HR 0001667731-25-000029 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 420,825 shares
    Change vs previous 13F -5,674 shares

    1.7% of the 13F portfolio, value $27,753,446.

    13F-HR 0001834985-24-000005 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 426,499 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $30,784,718.

    13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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