Disciplined Investments’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Disciplined Investments’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	-35,000	Closed	-$553K	–	1713
2022 Q3	$553K	Hold	35,000	–	–	0.25%	84
2022 Q2	$492K	Hold	35,000	–	–	0.22%	83
2022 Q1	$498K	Hold	35,000	–	–	0.21%	89
2021 Q4	$403K	Hold	35,000	–	–	0.18%	90
2021 Q3	$412K	Hold	35,000	–	–	0.2%	84
2021 Q2	$517K	Hold	35,000	–	–	0.27%	75
2021 Q1	$467K	Buy	+35,000	New	+$414K	0.27%	76

Other funds holding SHLX

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

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

Disciplined Investments's SHLX Position: Q4 2022 in Review

Disciplined Investments sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 35,000 shares — an estimated $553K sold.

Disciplined Investments first reported a position in SHLX in Q1 2021 and held it in 7 quarters. The position peaked at $553K in Q3 2022. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

Disciplined Investments reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
Disciplined Investments sold 35,000 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $553K.
Disciplined Investments first reported a position in Shell Midstream Partners, L.P. in Q1 2021 and held it in 7 quarters.
Disciplined Investments's Shell Midstream Partners, L.P. position peaked at $553K in Q3 2022.
2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.