Marietta Investment Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Hold |
15,924
| – | – | 0.25% | 82 |
|
|
2025
Q1 | $1.17M | Hold |
15,924
| – | – | 0.28% | 73 |
|
|
2024
Q4 | $998K | Hold |
15,924
| – | – | 0.22% | 81 |
|
|
2024
Q3 | $1.05M | Hold |
15,924
| – | – | 0.22% | 84 |
|
|
2024
Q2 | $1.15M | Hold |
15,924
| – | – | 0.25% | 76 |
|
|
2024
Q1 | $1.07M | Hold |
15,924
| – | – | 0.23% | 83 |
|
|
2023
Q4 | $1.05M | Hold |
15,924
| – | – | 0.26% | 81 |
|
|
2023
Q3 | $1.03M | Hold |
15,924
| – | – | 0.29% | 74 |
|
|
2023
Q2 | $961K | Hold |
15,924
| – | – | 0.25% | 79 |
|
|
2023
Q1 | $916K | Hold |
15,924
| – | – | 0.26% | 75 |
|
|
2022
Q4 | $907K | Sell |
15,924
-125
| -0.8% | -$7.12K | 0.26% | 77 |
|
|
2022
Q3 | $916K | Sell |
16,049
-294
| -2% | -$16.8K | 0.27% | 74 |
|
|
2022
Q2 | $855K | Buy |
16,343
+20
| +0.1% | +$1.05K | 0.25% | 79 |
|
|
2022
Q1 | $897K | Buy |
+16,323
| New | +$897K | 0.21% | 95 |
|