Oxinas Partners Wealth Management’s Shell SHEL Stock Holding History

Oxinas Partners Wealth Management’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	$225K	Sell	2,901 -128	-4%	-$11K	0.09%	139
2026 Q1	$282K	Hold	3,029	–	–	0.13%	115
2025 Q4	$223K	Hold	3,029	–	–	0.11%	123
2025 Q3	$217K	Hold	3,029	–	–	0.12%	121
2025 Q2	$213K	Buy	3,029 +3	+0.1%	+$201	0.11%	120
2025 Q1	$222K	Buy	+3,026	New	+$204K	0.13%	116
2024 Q3	–	Sell	-3,016	Closed	-$218K	–	128
2024 Q2	$218K	Buy	3,016 +3	+0.1%	+$214	0.14%	113
2024 Q1	$202K	Buy	+3,013	New	+$193K	0.13%	121
2022 Q2	–	Sell	-4,964	Closed	-$273K	–	115
2022 Q1	$273K	Buy	+4,964	New	+$264K	0.17%	92

Other funds holding SHEL

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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return