Orion Investment Company’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$563K	Sell	7,989 -4	-0.1%	-$282	0.2%	49
2025 Q1	$586K	Sell	7,993 -12	-0.1%	-$879	0.24%	47
2024 Q4	$502K	Hold	8,005	–	–	0.2%	45
2024 Q3	$528K	Hold	8,005	–	–	0.21%	47
2024 Q2	$578K	Buy	+8,005	New	+$578K	0.23%	41