Briaud Financial Planning’s Shell SHEL Stock Holding History

Briaud Financial Planning’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$83K	Buy
2025 Q1	$77K	Hold
2024 Q4	$66K	Hold
2024 Q3	$70K	Hold
2024 Q2	$76K	Buy