Summit Trail Advisors’s Shell SHEL Stock Holding History

Summit Trail 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	$968K	Buy
2024 Q4	–	Sell
2024 Q3	$572K	Sell
2024 Q2	$629K	Buy
2024 Q1	$263K	Buy
2023 Q4	$247K	Buy
2023 Q3	$203K	Sell
2023 Q2	$236K	Buy