Everett Harris & Co’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25M | Buy |
355,707
+1,860
| +0.5% | +$131K | 0.32% | 33 |
|
|
2025
Q1 | $25.9M | Buy |
353,847
+44,578
| +14% | +$3.27M | 0.33% | 34 |
|
|
2024
Q4 | $19.4M | Buy |
309,269
+81,025
| +35% | +$5.08M | 0.24% | 38 |
|
|
2024
Q3 | $15.1M | Buy |
228,244
+29,448
| +15% | +$1.94M | 0.19% | 44 |
|
|
2024
Q2 | $14.3M | Buy |
198,796
+30,095
| +18% | +$2.17M | 0.18% | 45 |
|
|
2024
Q1 | $11.3M | Buy |
168,701
+32,763
| +24% | +$2.2M | 0.15% | 50 |
|
|
2023
Q4 | $8.94M | Buy |
135,938
+14,060
| +12% | +$925K | 0.13% | 51 |
|
|
2023
Q3 | $7.85M | Buy |
121,878
+56,880
| +88% | +$3.66M | 0.12% | 54 |
|
|
2023
Q2 | $3.92M | Buy |
64,998
+34,385
| +112% | +$2.08M | 0.06% | 76 |
|
|
2023
Q1 | $1.76M | Buy |
30,613
+8,230
| +37% | +$474K | 0.03% | 101 |
|
|
2022
Q4 | $1.28M | Sell |
22,383
-900
| -4% | -$51.3K | 0.02% | 121 |
|
|
2022
Q3 | $1.16M | Sell |
23,283
-200
| -0.9% | -$9.96K | 0.02% | 118 |
|
|
2022
Q2 | $1.23M | Sell |
23,483
-3,400
| -13% | -$178K | 0.02% | 122 |
|
|
2022
Q1 | $1.48M | Buy |
+26,883
| New | +$1.48M | 0.02% | 116 |
|