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CARY STREET PARTNERS ASSET MANAGEMENT LLC: SHEL position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 55,965 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,965 shares
    Change vs previous 13F -1,947 shares

    0.09% of the 13F portfolio, value $4,340,674.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 51,484 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,481 shares

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

  2. period ended2026-03-31
    13F 57,912 shares
    Change vs previous 13F -19,698 shares

    0.12% of the 13F portfolio, value $5,381,015.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 53,654 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,258 shares

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

  3. period ended2025-12-31
    13F 77,610 shares
    Change vs previous 13F -2,522 shares

    0.13% of the 13F portfolio, value $5,702,806.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 72,830 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,780 shares

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

  4. period ended2025-09-30
    13F 80,132 shares
    Change vs previous 13F -1,522 shares

    0.14% of the 13F portfolio, value $5,731,866.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 76,196 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,936 shares

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

  5. period ended2025-06-30
    13F 81,654 shares
    Change vs previous 13F +3,017 shares

    0.15% of the 13F portfolio, value $5,749,281.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 78,585 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,069 shares

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

  6. period ended2025-03-31
    13F 78,637 shares
    Change vs previous 13F -2,366 shares

    0.17% of the 13F portfolio, value $5,762,543.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 75,930 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,707 shares

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

  7. period ended2024-12-31
    13F 81,003 shares
    Change vs previous 13F -2,921 shares

    0.16% of the 13F portfolio, value $5,074,713.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 80,555 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 448 shares

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

  8. period ended2024-09-30
    13F 83,924 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,534,788.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 83,924 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 45,102 shares (included in another member's report, not added)

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