Pettyjohn Wood & White’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Sell
34,352
-450
-1% -$31.7K 0.43% 55
2025
Q1
$2.55M Sell
34,802
-2,152
-6% -$158K 0.49% 54
2024
Q4
$2.32M Buy
36,954
+375
+1% +$23.5K 0.42% 57
2024
Q3
$2.41M Buy
36,579
+975
+3% +$64.3K 0.44% 57
2024
Q2
$2.57M Buy
35,604
+1,525
+4% +$110K 0.5% 50
2024
Q1
$2.28M Buy
34,079
+9,059
+36% +$607K 0.45% 55
2023
Q4
$1.65M Buy
25,020
+8,953
+56% +$589K 0.36% 63
2023
Q3
$1.03M Buy
16,067
+677
+4% +$43.6K 0.24% 75
2023
Q2
$929K Buy
15,390
+2,125
+16% +$128K 0.21% 76
2023
Q1
$763K Buy
13,265
+130
+1% +$7.48K 0.19% 82
2022
Q4
$748K Buy
13,135
+2,085
+19% +$119K 0.19% 84
2022
Q3
$550K Buy
+11,050
New +$550K 0.15% 95