Pin Oak Investment Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Hold |
12,258
| – | – | 0.76% | 29 |
|
|
2025
Q1 | $892K | Buy |
12,258
+685
| +6% | +$49.8K | 0.68% | 31 |
|
|
2024
Q4 | $763K | Hold |
11,573
| – | – | 0.69% | 30 |
|
|
2024
Q3 | $763K | Hold |
11,573
| – | – | 0.69% | 30 |
|
|
2024
Q2 | $835K | Sell |
11,573
-593
| -5% | -$42.8K | 0.8% | 27 |
|
|
2024
Q1 | $816K | Sell |
12,166
-30
| -0.2% | -$2.01K | 0.78% | 29 |
|
|
2023
Q4 | $802K | Sell |
12,196
-75
| -0.6% | -$4.93K | 0.81% | 28 |
|
|
2023
Q3 | $790K | Buy |
12,271
+60
| +0.5% | +$3.86K | 0.89% | 27 |
|
|
2023
Q2 | $737K | Sell |
12,211
-756
| -6% | -$45.6K | 0.82% | 27 |
|
|
2023
Q1 | $746K | Hold |
12,967
| – | – | 0.92% | 27 |
|
|
2022
Q4 | $738K | Sell |
12,967
-908
| -7% | -$51.7K | 0.91% | 28 |
|
|
2022
Q3 | $690K | Sell |
13,875
-1,335
| -9% | -$66.4K | 0.87% | 28 |
|
|
2022
Q2 | $795K | Sell |
15,210
-355
| -2% | -$18.6K | 0.97% | 30 |
|
|
2022
Q1 | $855K | Buy |
+15,565
| New | +$855K | 0.91% | 29 |
|