Evergreen Capital 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 | $12.9M | Buy |
183,093
+9,195
| +5% | +$647K | 0.39% | 70 |
|
|
2025
Q1 | $12.7M | Sell |
173,898
-45,035
| -21% | -$3.3M | 0.43% | 59 |
|
|
2024
Q4 | $13.7M | Buy |
218,933
+1,995
| +0.9% | +$125K | 0.45% | 54 |
|
|
2024
Q3 | $14.3M | Buy |
216,938
+4,515
| +2% | +$298K | 0.48% | 47 |
|
|
2024
Q2 | $15.3M | Buy |
212,423
+280
| +0.1% | +$20.2K | 0.56% | 46 |
|
|
2024
Q1 | $14.2M | Buy |
212,143
+3,430
| +2% | +$230K | 0.54% | 47 |
|
|
2023
Q4 | $13.7M | Buy |
208,713
+1,878
| +0.9% | +$124K | 0.56% | 38 |
|
|
2023
Q3 | $13.3M | Sell |
206,835
-41,285
| -17% | -$2.66M | 0.58% | 31 |
|
|
2023
Q2 | $15M | Buy |
248,120
+2,788
| +1% | +$168K | 0.63% | 29 |
|
|
2023
Q1 | $14.1M | Buy |
245,332
+4,734
| +2% | +$272K | 0.63% | 32 |
|
|
2022
Q4 | $13.7M | Buy |
240,598
+3,290
| +1% | +$187K | 0.64% | 31 |
|
|
2022
Q3 | $11.8M | Buy |
237,308
+2,737
| +1% | +$136K | 0.62% | 35 |
|
|
2022
Q2 | $12.3M | Sell |
234,571
-11,654
| -5% | -$609K | 0.64% | 38 |
|
|
2022
Q1 | $13.5M | Buy |
+246,225
| New | +$13.5M | 0.55% | 48 |
|