Pin Oak Investment Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Pin Oak Investment Advisors’s Portfolio SHLX Stock Details SHLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-162,659	Closed	-$2.57M	–	440
2022 Q3	$2.57M	Sell	162,659 -12,050	-7%	-$186K	3.23%	8
2022 Q2	$2.46M	Sell	174,709 -7,210	-4%	-$102K	3.01%	7
2022 Q1	$2.59M	Sell	181,919 -80	-0%	-$1.07K	2.76%	7
2021 Q4	$2.1M	Sell	181,999 -14,340	-7%	-$169K	2.12%	16
2021 Q3	$2.31M	Hold	196,339	–	–	2.55%	10
2021 Q2	$2.9M	Sell	196,339 -2,540	-1%	-$38.1K	2.95%	8
2021 Q1	$2.65M	Sell	198,879 -1,796	-0.9%	-$21.3K	2.26%	11
2020 Q4	$2.02M	Buy	200,675 +800	+0.4%	+$7.8K	1.66%	18
2020 Q3	$1.89M	Buy	+199,875	New	+$2.19M	1.82%	15

Other funds holding SHLX

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pin Oak Investment Advisors's SHLX Position: Q4 2022 in Review

Pin Oak Investment Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 162,659 shares — an estimated $2.57M sold.

Pin Oak Investment Advisors first reported a position in SHLX in Q3 2020 and held it in 9 quarters. The position peaked at $2.9M in Q2 2021. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

Pin Oak Investment Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
Pin Oak Investment Advisors sold 162,659 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $2.57M.
Pin Oak Investment Advisors first reported a position in Shell Midstream Partners, L.P. in Q3 2020 and held it in 9 quarters.
Pin Oak Investment Advisors's Shell Midstream Partners, L.P. position peaked at $2.9M in Q2 2021.
2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.