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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$83K Buy
1,193
+130
+12% +$9.04K 0.03% 73
2025
Q1 		$77K Hold
1,063
– – 0.03% 66
2024
Q4 		$66K Hold
1,063
– – 0.03% 71
2024
Q3 		$70K Hold
1,063
– – 0.04% 52
2024
Q2 		$76K Buy
+1,063
New +$76K 0.04% 46