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Colonial Trust Advisors: SHEL position timeline

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

Colonial Trust Advisors held 2,605 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,605 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $201,973.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,531 shares
    • Colonial Trust Co / SC: 1,074 shares

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

  2. period ended2026-03-31
    13F 2,591 shares
    Change vs previous 13F -180 shares

    0.01% of the 13F portfolio, value $240,951.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,521 shares
    • Colonial Trust Co / SC: 1,070 shares

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

  3. period ended2025-12-31
    13F 2,771 shares
    Change vs previous 13F +124 shares

    0.01% of the 13F portfolio, value $203,611.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,488 shares
    • Colonial Trust Co / SC: 1,283 shares

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

  4. period ended2025-09-30
    13F 2,647 shares
    Change vs previous 13F +707 shares

    0.01% of the 13F portfolio, value $189,348.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,359 shares
    • Colonial Trust Co / SC: 1,288 shares

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

  5. period ended2025-06-30
    13F 1,940 shares
    Change vs previous 13F -3,121 shares

    0.01% of the 13F portfolio, value $136,569.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 674 shares
    • Colonial Trust Co / SC: 1,266 shares

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

  6. period ended2025-03-31
    13F 5,061 shares
    Change vs previous 13F +3,016 shares

    0.02% of the 13F portfolio, value $370,887.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 3,298 shares
    • Colonial Trust Co / SC: 1,763 shares

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

  7. period ended2024-12-31
    13F 2,045 shares
    Change vs previous 13F -186 shares

    0.01% of the 13F portfolio, value $128,120.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 658 shares
    • Colonial Trust Co / SC: 1,387 shares

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

  8. period ended2024-09-30
    13F 2,231 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $147,134.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 858 shares
    • Colonial Trust Co / SC: 1,373 shares

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