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Van Hulzen Asset Management, LLC: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Van Hulzen Asset Management, LLC on SHEL, newest first. How the timeline and the estimate are built.

Van Hulzen Asset Management, LLC held 173,215 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,215 shares
    Change vs previous 13F +12 shares

    0.96% of the 13F portfolio, value $13,431,116.

    13F-HR 0001765380-26-000374 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 173,203 shares
    Change vs previous 13F -9,990 shares

    1.2% of the 13F portfolio, value $16,107,851.

    13F-HR 0001765380-26-000214 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 183,193 shares
    Change vs previous 13F +103 shares

    0.99% of the 13F portfolio, value $13,461,011.

    13F-HR 0001765380-26-000079 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 183,090 shares
    Change vs previous 13F +260 shares

    0.97% of the 13F portfolio, value $13,096,404.

    13F-HR 0001765380-25-000494 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 182,830 shares
    Change vs previous 13F +1,000 shares

    1.07% of the 13F portfolio, value $12,873,061.

    13F-HR 0001765380-25-000369 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 181,830 shares
    Change vs previous 13F -7,480 shares

    1.22% of the 13F portfolio, value $13,324,503.

    13F-HR 0001765380-25-000232 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 189,310 shares
    Change vs previous 13F +3,533 shares

    0.87% of the 13F portfolio, value $11,860,272.

    13F-HR 0001600145-25-000001 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 185,777 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $12,252,000.

    13F-HR 0001600145-24-000012 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).