EIA
Edgemoor Investment Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
159,653
+1,680
| +1% | +$118K | 0.97% | 29 |
|
|
2025
Q1 | $11.6M | Buy |
157,973
+2,555
| +2% | +$187K | 1.06% | 26 |
|
|
2024
Q4 | $9.74M | Sell |
155,418
-2,371
| -2% | -$149K | 0.86% | 29 |
|
|
2024
Q3 | $10.4M | Buy |
157,789
+3,288
| +2% | +$217K | 0.9% | 31 |
|
|
2024
Q2 | $11.2M | Buy |
154,501
+11,407
| +8% | +$823K | 1.04% | 24 |
|
|
2024
Q1 | $9.59M | Buy |
143,094
+7,623
| +6% | +$511K | 0.91% | 30 |
|
|
2023
Q4 | $8.91M | Buy |
135,471
+10,172
| +8% | +$669K | 0.93% | 28 |
|
|
2023
Q3 | $8.07M | Buy |
125,299
+2,337
| +2% | +$150K | 0.95% | 27 |
|
|
2023
Q2 | $7.42M | Buy |
122,962
+501
| +0.4% | +$30.3K | 0.84% | 34 |
|
|
2023
Q1 | $7.05M | Buy |
122,461
+787
| +0.6% | +$45.3K | 0.86% | 35 |
|
|
2022
Q4 | $6.93M | Buy |
121,674
+13,439
| +12% | +$765K | 0.87% | 36 |
|
|
2022
Q3 | $5.39M | Buy |
108,235
+67,568
| +166% | +$3.36M | 0.72% | 42 |
|
|
2022
Q2 | $2.13M | Buy |
+40,667
| New | +$2.13M | 0.27% | 68 |
|