SFMG Wealth Advisors’s Shell SHEL Stock Holding History

SFMG Wealth Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Buy
2025 Q1	$224K	Buy
2024 Q4	–	Sell
2024 Q3	$219K	Buy
2024 Q2	$236K	Buy
2024 Q1	$213K	Buy
2023 Q1	–	Sell
2022 Q4	$239K	Sell
2022 Q3	$212K	Hold
2022 Q2	$220K	Hold
2022 Q1	$231K	Buy