Great Valley Advisor Group’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
$1.42M Sell
2025
Q1
$1.74M Sell
2024
Q4
$4.51M Buy
2024
Q3
$4.43M Buy
2024
Q2
$3.78M Buy
2024
Q1
$3.29M Buy
2023
Q2
Sell
2023
Q1
$265K Sell
2022
Q4
$1.39M Buy
2022
Q3
$1.16M Sell
2022
Q2
$1.27M Buy