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