Davidson Trust Company’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
4,175
-400
-9% -$28.2K 0.14% 129
2025
Q1
$335K Buy
+4,575
New +$335K 0.16% 121