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Westview Management dba Westview Investment Advisors: SHEL position timeline

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

Westview Management dba Westview Investment Advisors held 33,246 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,246 shares
    Change vs previous 13F -2,257 shares

    1.26% of the 13F portfolio, value $2,577,929.

    13F-HR 0002073768-26-000003 filed by Westview Management dba Westview Investment Advisors
    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 35,503 shares
    Change vs previous 13F -2,543 shares

    1.72% of the 13F portfolio, value $3,301,793.

    13F-HR 0002073768-26-000002 filed by Westview Management dba Westview Investment Advisors
    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 38,046 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,795,654.

    13F-HR 0002073768-26-000001 filed by Westview Management dba Westview Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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