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InvesTrust’s Shell SHEL Stock Holding History

InvesTrust’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.32M Sell
33,013
-47,121
-59% -$3.32M 0.9% 39
2025
Q1 		$5.87M Buy
80,134
+473
+0.6% +$34.7K 1.61% 33
2024
Q4 		$4.96M Buy
+79,661
New +$4.96M 1.38% 39