Garrett Wealth Advisory Group’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
22,678
+1
+0% +$70 0.34% 26
2025
Q1
$1.66M Buy
22,677
+2,938
+15% +$215K 0.37% 27
2024
Q4
$1.24M Buy
19,739
+133
+0.7% +$8.33K 0.28% 28
2024
Q3
$1.29M Buy
19,606
+6,391
+48% +$421K 0.32% 30
2024
Q2
$954K Buy
+13,215
New +$954K 0.35% 27