AIA
SHLX

Avalon Investment & Advisory’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Avalon Investment & Advisory’s Portfolio SHLX Stock Details SHLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,273
Closed -$257K – 332
2022
Q3 		$257K Hold
16,273
– – 0.01% 268
2022
Q2 		$229K Hold
16,273
– – 0.01% 293
2022
Q1 		$231K Hold
16,273
– – 0.01% 298
2021
Q4 		$187K Hold
16,273
– – ﹤0.01% 297
2021
Q3 		$192K Hold
16,273
– – ﹤0.01% 333
2021
Q2 		$240K Buy
16,273
+170
+1% +$2.55K 0.01% 337
2021
Q1 		$215K Sell
16,103
-5,839
-27% -$69.1K ﹤0.01% 334
2020
Q4 		$221K Sell
21,942
-4,584
-17% -$44.7K ﹤0.01% 324
2020
Q3 		$251K Sell
26,526
-8,035
-23% -$88K 0.01% 304
2020
Q2 		$424K Sell
34,561
-4,336
-11% -$55.8K 0.01% 252
2020
Q1 		$388K Buy
38,897
+94
+0.2% +$1.6K 0.01% 267
2019
Q4 		$784K Sell
38,803
-28,440
-42% -$577K 0.02% 248
2019
Q3 		$1.38M Buy
67,243
+1,430
+2% +$29.5K 0.03% 224
2019
Q2 		$1.36M Buy
65,813
+5,093
+8% +$105K 0.03% 229
2019
Q1 		$1.24M Buy
60,720
+2,355
+4% +$45.2K 0.03% 237
2018
Q4 		$958K Buy
+58,365
New +$1.15M 0.02% 240

Other funds holding SHLX

AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Avalon Investment & Advisory's SHLX Position: Q4 2022 in Review

Avalon Investment & Advisory sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 16,273 shares — an estimated $257K sold.

Avalon Investment & Advisory first reported a position in SHLX in Q4 2018 and held it in 16 quarters. The position peaked at $1.38M in Q3 2019. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

  • Avalon Investment & Advisory reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
  • Avalon Investment & Advisory sold 16,273 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $257K.
  • Avalon Investment & Advisory first reported a position in Shell Midstream Partners, L.P. in Q4 2018 and held it in 16 quarters.
  • Avalon Investment & Advisory's Shell Midstream Partners, L.P. position peaked at $1.38M in Q3 2019.
  • 2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on Avalon Investment & Advisory's 13F filing for Q4 2022, filed 13 Feb 2023.