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Clear Creek Financial Management’s Shell SHEL Stock Holding History

Clear Creek Financial Management’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 		$788K Buy
11,185
+5,956
+114% +$419K 0.08% 264
2025
Q1 		$383K Buy
5,229
+987
+23% +$72.3K 0.04% 352
2024
Q4 		$266K Buy
4,242
+1,048
+33% +$65.7K 0.03% 399
2024
Q3 		$211K Buy
+3,194
New +$211K 0.02% 421