Lebenthal Global Advisors’s Shell SHEL Stock Holding History

Lebenthal Global Advisors’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
2025 Q2	$790K	Buy
2025 Q1	$811K	Buy
2024 Q4	$648K	Buy
2024 Q3	$612K	Buy
2024 Q2	$577K	Buy
2024 Q1	$478K	Buy
2023 Q4	$468K	Buy