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Octavia Wealth Advisors’s Shell SHEL Stock Holding History

Octavia Wealth 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
2026
Q2 		$1.53M Sell
19,742
-4,462
-18% -$385K 0.13% 53
2026
Q1 		$2.25M Sell
24,204
-1,649
-6% -$133K 0.22% 48
2025
Q4 		$1.9M Sell
25,853
-152
-0.6% -$11.2K 0.18% 54
2025
Q3 		$1.86M Sell
26,005
-994
-4% -$71.6K 0.19% 54
2025
Q2 		$1.9M Sell
26,999
-1,170
-4% -$78.4K 0.22% 48
2025
Q1 		$2.06M Sell
28,169
-3,290
-10% -$222K 0.25% 44
2024
Q4 		$1.97M Buy
31,459
+8
+0% +$524 0.24% 45
2024
Q3 		$2.07M Sell
31,451
-3,168
-9% -$224K 0.26% 44
2024
Q2 		$2.5M Buy
34,619
+2,295
+7% +$164K 0.34% 39
2024
Q1 		$2.17M Buy
32,324
+573
+2% +$36.7K 0.32% 42
2023
Q4 		$2.09M Sell
31,751
-840
-3% -$55.1K 0.37% 39
2023
Q3 		$2.1M Sell
32,591
-165
-0.5% -$10.3K 0.43% 40
2023
Q2 		$1.98M Sell
32,756
-527
-2% -$31.6K 0.4% 39
2023
Q1 		$1.92M Sell
33,283
-736
-2% -$43.3K 0.43% 38
2022
Q4 		$1.94M Buy
34,019
+137
+0.4% +$7.55K 0.48% 39
2022
Q3 		$1.69M Sell
33,882
-27
-0.1% -$1.39K 0.46% 43
2022
Q2 		$1.77M Sell
33,909
-292
-0.9% -$16.4K 0.46% 43
2022
Q1 		$1.88M Buy
+34,201
New +$1.82M 0.42% 43

Other funds holding SHEL

PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
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