First Wilshire Securities Management’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$676K Buy
2025
Q1
$695K Sell
2024
Q4
$596K Buy
2024
Q3
$618K Hold
2024
Q2
$676K Hold
2024
Q1
$628K Buy
2023
Q4
$604K Hold
2023
Q3
$591K Hold
2023
Q2
$554K Hold
2023
Q1
$528K Hold
2022
Q4
$522K Hold
2022
Q3
$456K Sell
2022
Q2
$637K Hold
2022
Q1
$669K Buy