Cambridge Investment Research 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
$9.15M Buy
129,953
+3,206
+3% +$226K 0.03% 574
2025
Q1
$9.29M Sell
126,747
-1,943
-2% -$142K 0.03% 538
2024
Q4
$8.06M Sell
128,690
-15,145
-11% -$949K 0.03% 575
2024
Q3
$9.49M Buy
143,835
+587
+0.4% +$38.7K 0.03% 522
2024
Q2
$10.3M Sell
143,248
-14,491
-9% -$1.05M 0.04% 448
2024
Q1
$10.6M Sell
157,739
-5,273
-3% -$354K 0.04% 442
2023
Q4
$10.7M Buy
163,012
+14,326
+10% +$943K 0.05% 388
2023
Q3
$9.57M Sell
148,686
-1,043
-0.7% -$67.1K 0.04% 394
2023
Q2
$9.04M Buy
149,729
+9,794
+7% +$591K 0.04% 414
2023
Q1
$8.05M Buy
139,935
+10,478
+8% +$603K 0.04% 437
2022
Q4
$7.37M Buy
129,457
+17,969
+16% +$1.02M 0.04% 445
2022
Q3
$5.55M Sell
111,488
-5,158
-4% -$257K 0.03% 521
2022
Q2
$6.1M Sell
116,646
-20,342
-15% -$1.06M 0.03% 495
2022
Q1
$7.53M Buy
+136,988
New +$7.53M 0.03% 477