Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$677,854
-$123,992 QoQ
Shares Held
8,742
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#692
of 1,523 holders
Holding Since
Mar 2022
18 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, 2026COZAD ASSET MANAGEMENT INC holds $5,376,622 across 4 Oil & Gas Integrated names. SHEL ranks #4 (12.6% of the industry book) .
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,854 | 8,742 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $801,846 | 8,622 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $630,017 | 8,574 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $613,298 | 8,574 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $560,041 | 7,954 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $627,569 | 8,564 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $569,739 | 9,094 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $509,199 | 7,721 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $585,451 | 8,111 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $508,230 | 7,581 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $483,301 | 7,345 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $479,952 | 7,455 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $438,841 | 7,268 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $418,200 | 7,268 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $413,912 | 7,268 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $364,691 | 7,329 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $415,757 | 7,951 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $351,057 | 6,391 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||