POIA
RDS.B

Pin Oak Investment Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Pin Oak Investment Advisors’s Portfolio RDS.B Stock Details RDS.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,414
Closed -$451K – 450
2021
Q4 		$451K Sell
10,414
-285
-3% -$12.9K 0.46% 43
2021
Q3 		$474K Hold
10,699
– – 0.52% 36
2021
Q2 		$415K Buy
10,699
+300
+3% +$11.3K 0.42% 46
2021
Q1 		$383K Hold
10,399
– – 0.33% 62
2020
Q4 		$350K Sell
10,399
-1,593
-13% -$47.4K 0.29% 73
2020
Q3 		$290K Sell
11,992
-65
-0.5% -$1.86K 0.28% 72
2020
Q2 		$367K Sell
12,057
-275
-2% -$8.99K 0.34% 56
2020
Q1 		$403K Buy
12,332
+185
+2% +$8.67K 0.42% 55
2019
Q4 		$728K Hold
12,147
– – 0.59% 45
2019
Q3 		$728K Sell
12,147
-150
-1% -$8.95K 0.6% 48
2019
Q2 		$808K Sell
12,297
-807
-6% -$52.5K 0.63% 52
2019
Q1 		$838K Buy
13,104
+29
+0.2% +$1.83K 0.67% 51
2018
Q4 		$784K Sell
13,075
-68
-0.5% -$4.34K 0.69% 52
2018
Q3 		$932K Sell
13,143
-230
-2% -$15.9K 0.7% 47
2018
Q2 		$972K Sell
13,373
-915
-6% -$65.9K 0.71% 48
2018
Q1 		$936K Sell
14,288
-85
-0.6% -$5.72K 0.76% 44
2017
Q4 		$982K Buy
+14,373
New +$932K 0.75% 47

Other funds holding RDS.B

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Pin Oak Investment Advisors's RDS.B Position: Q1 2022 in Review

Pin Oak Investment Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 10,414 shares — an estimated $451K sold.

Pin Oak Investment Advisors first reported a position in RDS.B in Q4 2017 and held it in 17 quarters. The position peaked at $982K in Q4 2017. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Pin Oak Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 10,414 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $451K.
  • Pin Oak Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and held it in 17 quarters.
  • Pin Oak Investment Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $982K in Q4 2017.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.