Envestnet Asset Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $153M | Buy |
2,167,998
+178,010
| +9% | +$12.5M | 0.04% | 381 |
|
2025
Q1 | $146M | Sell |
1,989,988
-51,081
| -3% | -$3.74M | 0.05% | 364 |
|
2024
Q4 | $128M | Sell |
2,041,069
-95,242
| -4% | -$5.97M | 0.04% | 391 |
|
2024
Q3 | $141M | Sell |
2,136,311
-112,055
| -5% | -$7.39M | 0.05% | 384 |
|
2024
Q2 | $162M | Buy |
2,248,366
+136,139
| +6% | +$9.83M | 0.06% | 314 |
|
2024
Q1 | $142M | Buy |
2,112,227
+19,769
| +0.9% | +$1.33M | 0.05% | 340 |
|
2023
Q4 | $138M | Buy |
2,092,458
+126,517
| +6% | +$8.32M | 0.06% | 319 |
|
2023
Q3 | $127M | Buy |
1,965,941
+742,698
| +61% | +$47.8M | 0.06% | 315 |
|
2023
Q2 | $73.9M | Sell |
1,223,243
-2,959,013
| -71% | -$179M | 0.03% | 423 |
|
2023
Q1 | $64.2M | Buy |
4,182,256
+2,934,078
| +235% | +$45M | 0.03% | 429 |
|
2022
Q4 | $71.1M | Buy |
1,248,178
+61,737
| +5% | +$3.52M | 0.04% | 387 |
|
2022
Q3 | $59M | Buy |
1,186,441
+21,157
| +2% | +$1.05M | 0.03% | 393 |
|
2022
Q2 | $60.9M | Buy |
1,165,284
+330,421
| +40% | +$17.3M | 0.03% | 387 |
|
2022
Q1 | $45.9M | Buy |
+834,863
| New | +$45.9M | 0.02% | 510 |
|