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Equitable Trust’s Shell SHEL Stock Holding History

Equitable Trust’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$917K Sell
13,020
-1,404
-10% -$98.9K 0.05% 240
2025
Q1 		$1.06M Sell
14,424
-1,546
-10% -$113K 0.06% 214
2024
Q4 		$1M Buy
+15,970
New +$1M 0.06% 225