Ascension Capital Advisors’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Hold
5,824
0.17% 28
2025
Q1
$427K Buy
5,824
+2,582
+80% +$189K 0.19% 26
2024
Q4
$203K Hold
3,242
0.09% 36
2024
Q3
$214K Buy
+3,242
New +$214K 0.1% 36