CAL
SHLX

Capital Advisors Ltd’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Capital Advisors Ltd’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
-1,313
Closed -$21K – 1787
2022
Q3 		$21K Buy
1,313
+24
+2% +$371 ﹤0.01% 443
2022
Q2 		$18K Buy
1,289
+27
+2% +$381 ﹤0.01% 448
2022
Q1 		$18K Buy
1,262
+28
+2% +$375 ﹤0.01% 457
2021
Q4 		$14K Buy
1,234
+29
+2% +$342 ﹤0.01% 478
2021
Q3 		$14K Buy
1,205
+28
+2% +$356 ﹤0.01% 406
2021
Q2 		$17K Hold
1,177
– – ﹤0.01% 378
2021
Q1 		$16K Buy
+1,177
New +$13.9K ﹤0.01% 375

Other funds holding SHLX

AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Capital Advisors Ltd's SHLX Position: Q4 2022 in Review

Capital Advisors Ltd sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 1,313 shares — an estimated $21K sold.

Capital Advisors Ltd first reported a position in SHLX in Q1 2021 and held it in 7 quarters. The position peaked at $21K in Q3 2022. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

  • Capital Advisors Ltd reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,313 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $21K.
  • Capital Advisors Ltd first reported a position in Shell Midstream Partners, L.P. in Q1 2021 and held it in 7 quarters.
  • Capital Advisors Ltd's Shell Midstream Partners, L.P. position peaked at $21K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.