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

Sovereign 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	-136,581	Closed	-$2.16M	–	33
2022 Q3	$2.16M	Hold	136,581	–	–	0.97%	26
2022 Q2	$1.92M	Hold	136,581	–	–	0.83%	26
2022 Q1	$1.94M	Hold	136,581	–	–	0.76%	23
2021 Q4	$1.57M	Hold	136,581	–	–	0.61%	24
2021 Q3	$1.61M	Hold	136,581	–	–	0.64%	25
2021 Q2	$2.02M	Hold	136,581	–	–	0.76%	24
2021 Q1	$1.82M	Hold	136,581	–	–	0.72%	25
2020 Q4	$1.38M	Hold	136,581	–	–	0.56%	27
2020 Q3	$1.29M	Buy	+136,581	New	+$1.5M	0.51%	26

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

Sovereign Investment Advisors's SHLX Position: Q4 2022 in Review

Sovereign Investment Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 136,581 shares — an estimated $2.16M sold.

Sovereign Investment Advisors first reported a position in SHLX in Q3 2020 and held it in 9 quarters. The position peaked at $2.16M in Q3 2022. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

Sovereign Investment Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
Sovereign Investment Advisors sold 136,581 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $2.16M.
Sovereign Investment Advisors first reported a position in Shell Midstream Partners, L.P. in Q3 2020 and held it in 9 quarters.
Sovereign Investment Advisors's Shell Midstream Partners, L.P. position peaked at $2.16M in Q3 2022.
2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

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