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American Assets Investment Management, LLC: SHEL position timeline

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

American Assets Investment Management, LLC held 651,000 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 651,000 shares
    Change vs previous 13F 0 shares

    3.06% of the 13F portfolio, value $50,478,540.

    13F-HR 0001389256-26-000008 filed by American Assets Investment 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 651,000 shares
    Change vs previous 13F 0 shares

    4.11% of the 13F portfolio, value $60,543,000.

    13F-HR 0001389256-26-000005 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 651,000 shares
    Change vs previous 13F +365,000 shares

    3.3% of the 13F portfolio, value $47,835,480.

    13F-HR 0001389256-26-000003 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 286,000 shares
    Change vs previous 13F 0 shares

    1.5% of the 13F portfolio, value $20,457,580.

    13F-HR 0001389256-25-000019 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 286,000 shares
    Change vs previous 13F +65,000 shares

    1.62% of the 13F portfolio, value $20,137,260.

    13F-HR 0001389256-25-000012 filed by American Assets Investment Management, LLC
    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/A 221,000 shares
    Change vs previous 13F 0 shares

    1.42% of the 13F portfolio, value $16,194,880.

    13F-HR/A 0001389256-25-000009 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 221,000 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $13,845,650.

    13F-HR 0001581794-25-000005 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 221,000 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $14,574,950.

    13F-HR 0001389256-24-000023 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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