Position in SHEL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$278,988
-$55,626 QoQ
Shares Held
3,598
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,078
of 1,523 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Kozak & Associates, Inc. holds $1,063,355 across 4 Oil & Gas Integrated names. SHEL ranks #2 (26.2% of the industry book) .
All Filings in SHEL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,988 | 3,598 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $334,614 | 3,598 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $264,381 | 3,598 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $257,293 | 3,597 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $254,461 | 3,614 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $264,760 | 3,613 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $249,409 | 3,981 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $257,864 | 3,910 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $282,151 | 3,909 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $262,997 | 3,923 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $255,567 | 3,884 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $721,249 | 11,203 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $664,240 | 11,001 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $632,997 | 11,001 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $626,506 | 11,001 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $547,409 | 11,001 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $575,242 | 11,001 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $604,284 | 11,001 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $477,443 | 11,001 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||