Position in SHEL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$444,381
+$70,986 QoQ
Shares Held
5,731
+42.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#870
of 1,522 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Cooper Financial Group holds $4,209,849 across 4 Oil & Gas Integrated names. SHEL ranks #3 (10.6% of the industry book) .
All Filings in SHEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,381 | 5,731 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $373,395 | 4,015 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $298,843 | 4,067 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $268,237 | 3,750 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $271,289 | 3,853 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $268,424 | 3,663 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $222,658 | 3,554 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $226,142 | 3,429 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $248,082 | 3,437 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $256,897 | 3,832 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $251,027 | 3,815 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $265,889 | 4,130 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $242,003 | 4,008 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $229,354 | 3,986 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $208,835 | 3,667 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $227,751 | 4,577 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $301,242 | 5,761 | Shares | Sole | 2022-07-11 | |
| No filing history on record for this holder in this stock. | ||||||