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Disclosery

Corient Private Wealth LP: SHEL position timeline

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

Corient Private Wealth LP held 342,303 SHEL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 342,303 shares
    Change vs previous 13F -17,826 shares

    0.04% of the 13F portfolio, value $26,542,063.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 341,233 shares
    • Corient IA LP: 1,070 shares

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

  2. period ended2026-03-31
    13F 360,129 shares
    Change vs previous 13F -335 shares

    0.05% of the 13F portfolio, value $33,003,161.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 356,929 shares
    • Corient IA LP: 3,200 shares

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

  3. period ended2025-12-31
    13F/A 360,464 shares
    Change vs previous 13F +20,421 shares

    0.04% of the 13F portfolio, value $26,489,812.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 357,264 shares
    • Corient IA LP: 3,200 shares

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

  4. period ended2025-09-30
    13F 340,043 shares
    Change vs previous 13F -79,821 shares

    0.04% of the 13F portfolio, value $24,323,316.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 335,043 shares
    • Corient IA LP: 5,000 shares

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

  5. period ended2025-06-30
    13F/A 419,864 shares
    Change vs previous 13F -499 shares

    0.04% of the 13F portfolio, value $29,562,503.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 414,864 shares
    • Corient IA LP: 5,000 shares

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

  6. period ended2025-03-31
    13F 420,363 shares
    Change vs previous 13F -39,729 shares

    0.05% of the 13F portfolio, value $30,804,374.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 415,363 shares
    • Corient IA LP: 5,000 shares

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

  7. period ended2024-12-31
    13F 460,092 shares
    Change vs previous 13F -16,306 shares

    0.05% of the 13F portfolio, value $28,612,799.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 476,398 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $31,418,519.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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