Evolution Wealth Advisors’s Shell SHEL Stock Holding History

Evolution Wealth Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$224K	Hold
2025 Q1	$233K	Sell
2024 Q4	$336K	Buy
2024 Q3	$272K	Hold
2024 Q2	$295K	Hold
2024 Q1	$276K	Hold
2023 Q4	$271K	Buy