PPW
SHLX

Pinnacle Private Wealth’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Pinnacle Private Wealth’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
Q2 		$153K Hold
10,875
– – 0.06% 264
2022
Q1 		$155K Sell
10,875
-125
-1% -$1.67K 0.05% 292
2021
Q4 		$127K Buy
+11,000
New +$130K 0.04% 286

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Pinnacle Private Wealth's SHLX Position: Q2 2022 in Review

Pinnacle Private Wealth held its Shell Midstream Partners, L.P. (SHLX) position steady in Q2 2022 at 10,875 shares worth $153K. The position accounts for 0.06% of the portfolio, ranked #264.

Pinnacle Private Wealth first reported a position in SHLX in Q4 2021 and has held it in 3 quarters since. The position peaked at $155K in Q1 2022. 120 funds tracked by Wall St. Rank hold SHLX as of Q2 2022.

  • Pinnacle Private Wealth held 10,875 shares of Shell Midstream Partners, L.P. worth $153K as of Q2 2022.
  • Pinnacle Private Wealth left its Shell Midstream Partners, L.P. share count unchanged in Q2 2022.
  • Shell Midstream Partners, L.P. made up 0.06% of Pinnacle Private Wealth's portfolio in Q2 2022, its #264 holding.
  • Pinnacle Private Wealth first reported a position in Shell Midstream Partners, L.P. in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Shell Midstream Partners, L.P. position peaked at $155K in Q1 2022.
  • 120 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.