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Vertrix Wealth Management, LLC: SHEL position timeline

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

Vertrix Wealth Management, LLC held 14,768 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,768 shares
    Change vs previous 13F +117 shares

    0.39% of the 13F portfolio, value $1,145,111.

    13F-HR 0002118328-26-000002 filed by Vertrix Wealth Management, LLC
    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 14,651 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,362,543.

    13F-HR 0002118328-26-000001 filed by Vertrix Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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