Stamos Capital Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
192,334
+78,724
| +69% | +$5.54M | 2.43% | 7 |
|
|
2025
Q1 | $8.33M | Sell |
113,610
-88,790
| -44% | -$6.51M | 2.18% | 3 |
|
|
2024
Q4 | $12.7M | Buy |
202,400
+34,720
| +21% | +$2.18M | 2.98% | 3 |
|
|
2024
Q3 | $11.1M | Buy |
167,680
+6,670
| +4% | +$440K | 2.6% | 5 |
|
|
2024
Q2 | $11.6M | Sell |
161,010
-9,220
| -5% | -$666K | 2.47% | 2 |
|
|
2024
Q1 | $11.4M | Sell |
170,230
-3,310
| -2% | -$222K | 2.59% | 4 |
|
|
2023
Q4 | $11.4M | Buy |
173,540
+17,810
| +11% | +$1.17M | 3.1% | 2 |
|
|
2023
Q3 | $10M | Sell |
155,730
-13,270
| -8% | -$854K | 2.23% | 7 |
|
|
2023
Q2 | $10.2M | Buy |
169,000
+16,120
| +11% | +$973K | 2.39% | 5 |
|
|
2023
Q1 | $8.8M | Buy |
152,880
+16,880
| +12% | +$971K | 2.27% | 7 |
|
|
2022
Q4 | $7.75M | Sell |
136,000
-97,250
| -42% | -$5.54M | 2.45% | 5 |
|
|
2022
Q3 | $11.6M | Buy |
233,250
+33,350
| +17% | +$1.66M | 2.95% | 2 |
|
|
2022
Q2 | $10.5M | Buy |
+199,900
| New | +$10.5M | 3.16% | 6 |
|