GGI
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Godsey & Gibb Inc’s Shell SHEL Stock Holding History

Godsey & Gibb Inc’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
2026
Q2 		$7.75K Hold
100
– – ﹤0.01% 287
2026
Q1 		$9.3K Sell
100
-200
-67% -$16.2K ﹤0.01% 287
2025
Q4 		$22K Hold
300
– – ﹤0.01% 229
2025
Q3 		$21.5K Hold
300
– – ﹤0.01% 216
2025
Q2 		$21.1K Hold
300
– – ﹤0.01% 212
2025
Q1 		$22K Hold
300
– – ﹤0.01% 229
2024
Q4 		$18.8K Sell
300
-138
-32% -$9.04K ﹤0.01% 234
2024
Q3 		$28.9K Sell
438
-94
-18% -$6.66K ﹤0.01% 224
2024
Q2 		$38.4K Buy
532
+232
+77% +$16.6K ﹤0.01% 207
2024
Q1 		$20.1K Hold
300
– – ﹤0.01% 223
2023
Q4 		$19.7K Hold
300
– – ﹤0.01% 222
2023
Q3 		$19.3K Sell
300
-249
-45% -$15.5K ﹤0.01% 208
2023
Q2 		$33.1K Sell
549
-600
-52% -$36K ﹤0.01% 193
2023
Q1 		$66.1K Buy
1,149
+423
+58% +$24.9K 0.01% 148
2022
Q4 		$41.3K Hold
726
– – 0.01% 128
2022
Q3 		$36K Buy
+726
New +$37.4K 0.03% 35
2022
Q2 		– Sell
-522
Closed -$29K – 160
2022
Q1 		$29K Buy
+522
New +$27.7K 0.01% 62

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PDM
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QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return