CFS Investment Advisory Services’s Shell SHEL Stock Holding History

CFS Investment Advisory Services’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 Q3	$418K	Sell
2025 Q2	$392K	Sell
2025 Q1	$436K	Buy
2024 Q4	$372K	Sell
2024 Q3	$421K	Buy
2024 Q2	$404K	Buy
2023 Q3	–	Sell
2023 Q2	$298K	Buy
2022 Q3	–	Sell
2022 Q2	$256K	Sell
2022 Q1	$5K	Buy