SHLX β€” SHELL MIDSTREAM PARTNERS L P UNIT LTD INT

Ownership history in IFP Advisors, Inc  Β·  16 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported SHELL MIDSTREAM PARTNERS L P UNIT LTD INT (SHLX) in 16 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in SHELL MIDSTREAM PARTNERS L P UNIT LTD INT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
16 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held SHLX β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SHLX

As of 2022 Q4 β€” sorted by position size

Avion Wealth 3Y 0.3%

FAQ About IFP Advisors, Inc and SHLX

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning SHLX?

IFP Advisors, Inc reported SHLX across 0 quarterly 13F filings.

What was the largest reported SHLX position in IFP Advisors, Inc's portfolio?

This page shows the quarter-by-quarter portfolio weight history for SHLX in IFP Advisors, Inc.

What is the latest reported SHLX position on this page?

The most recent filing on this page is 2022 Q4, when IFP Advisors, Inc reported 1,742 shares, equal to 0.00% of portfolio, with an estimated market value of $40K.

What does the chart on this SHLX ownership page compare?

The chart compares IFP Advisors, Inc's quarterly SHLX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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