Clearview Wealth Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Clearview Wealth Advisors’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	-4,309	Closed	-$68K	–	666
2022 Q3	$68K	Buy	4,309 +80	+2%	+$1.24K	0.05%	147
2022 Q2	$60K	Buy	4,229 +89	+2%	+$1.25K	0.04%	164
2022 Q1	$59K	Buy	4,140 +90	+2%	+$1.21K	0.04%	185
2021 Q4	$47K	Buy	4,050 +96	+2%	+$1.13K	0.03%	236
2021 Q3	$47K	Buy	3,954 +92	+2%	+$1.17K	0.03%	239
2021 Q2	$57K	Buy	3,862 +113	+3%	+$1.69K	0.04%	230
2021 Q1	$50K	Buy	3,749 +144	+4%	+$1.71K	0.03%	227
2020 Q4	$36K	Buy	+3,605	New	+$35.1K	0.02%	233

Other funds holding SHLX

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Clearview Wealth Advisors's SHLX Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 4,309 shares — an estimated $68K sold.

Clearview Wealth Advisors first reported a position in SHLX in Q4 2020 and held it in 8 quarters. The position peaked at $68K in Q3 2022. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

Clearview Wealth Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 4,309 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $68K.
Clearview Wealth Advisors first reported a position in Shell Midstream Partners, L.P. in Q4 2020 and held it in 8 quarters.
Clearview Wealth Advisors's Shell Midstream Partners, L.P. position peaked at $68K in Q3 2022.
2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.