Aventail Capital Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.9M | Buy |
694,904
+305,733
| +79% | +$21.5M | 2.15% | 15 |
|
|
2025
Q1 | $28.5M | Sell |
389,171
-110,829
| -22% | -$8.12M | 1.41% | 28 |
|
|
2024
Q4 | $31.3M | Sell |
500,000
-117,925
| -19% | -$7.39M | 1.61% | 23 |
|
|
2024
Q3 | $40.8M | Buy |
+617,925
| New | +$40.8M | 2.4% | 16 |
|
|
2024
Q1 | – | Sell |
-227,190
| Closed | -$14.9M | – | 91 |
|
|
2023
Q4 | $14.9M | Buy |
+227,190
| New | +$14.9M | 1.27% | 25 |
|
|
2023
Q3 | – | Sell |
-565,419
| Closed | -$34.1M | – | 86 |
|
|
2023
Q2 | $34.1M | Buy |
+565,419
| New | +$34.1M | 3.47% | 13 |
|