Columbia Asset Management

Position in SHEL — Shell plc

CIK 1585047 Ann Arbor, MI

Position in SHEL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,943,030

-$674,670 QoQ

Shares Held

37,955

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#327

of 1,523 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Columbia Asset Management holds $14,308,727 across 4 Oil & Gas Integrated names. SHEL ranks #3 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	34,883	$5,782,206
2	BP	Bp PLC	125,505	$4,637,409
3	SHEL	Shell plc This page	37,955	$2,943,030
4	EQNR	Equinor ASA	30,130	$946,082

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,943,030	37,955	-2.4%	Shares	Sole	2026-07-21
2026-03-31	$3,617,700	38,900	-2.5%	Shares	Sole	2026-04-21
2025-12-31	$2,931,117	39,890	-0.9%	Shares	Sole	2026-01-28
2025-09-30	$2,879,583	40,257	-0.6%	Shares	Sole	2025-11-04
2025-06-30	$2,852,449	40,512	+0.2%	Shares	Sole	2025-07-18
2025-03-31	$2,961,391	40,412	-4.0%	Shares	Sole	2025-04-10
2024-12-31	$2,638,316	42,112	-13.5%	Shares	Sole	2025-02-12
2024-09-30	$3,210,907	48,687	-3.2%	Shares	Sole	2024-11-12
2024-06-30	$3,629,354	50,282	+4.9%	Shares	Sole	2024-08-05
2024-03-31	$3,213,696	47,937	0.0%	Shares	Sole	2024-05-08
2023-12-31	$3,154,254	47,937	+0.7%	Shares	Sole	2024-02-09
2023-09-30	$3,064,294	47,597	+2.1%	Shares	Sole	2023-11-13
2023-06-30	$2,813,526	46,597	+1.1%	Shares	Sole	2023-08-14
2023-03-31	$2,650,982	46,072	+11.3%	Shares	Sole	2023-05-15
2022-12-31	$2,358,242	41,409	-1.8%	Shares	Sole	2023-02-10
2022-09-30	$2,098,578	42,174	+0.2%	Shares	Sole	2022-11-03
2022-06-30	$2,201,095	42,094	—	Shares	Sole	2022-08-26
No filing history on record for this holder in this stock.