Penn Davis McFarland’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.6M | Sell |
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|
2025
Q1 | $37.3M | Buy |
|
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|
2024
Q4 | $31.6M | Sell |
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|
2024
Q3 | $33.3M | Sell |
|
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|
2024
Q2 | $36.5M | Sell |
|
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|
2024
Q1 | $35.2M | Sell |
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|
2023
Q4 | $35.6M | Sell |
|
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|
2023
Q3 | $35.7M | Sell |
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|
2023
Q2 | $34M | Sell |
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|
2023
Q1 | $32.8M | Buy |
|
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|
2022
Q4 | $32.1M | Sell |
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|
2022
Q3 | $28.4M | Buy |
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|
2022
Q2 | $29.5M | Sell |
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|
2022
Q1 | $31.3M | Buy |
|