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Evernest Financial Advisors’s Shell SHEL Stock Holding History

Evernest Financial Advisors’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 		$564K Buy
8,006
+40
+0.5% +$2.82K 0.18% 103
2025
Q1 		$584K Sell
7,966
-2,267
-22% -$166K 0.21% 94
2024
Q4 		$641K Buy
+10,233
New +$641K 0.17% 93