Tevis Investment Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
3,329
| – | – | 0.15% | 99 |
|
|
2025
Q1 | $209K | Hold |
3,329
| – | – | 0.15% | 95 |
|
|
2024
Q4 | $209K | Hold |
3,329
| – | – | 0.15% | 95 |
|
|
2024
Q3 | $220K | Sell |
3,329
-368
| -10% | -$24.3K | 0.16% | 86 |
|
|
2024
Q2 | $267K | Sell |
3,697
-1,593
| -30% | -$115K | 0.21% | 86 |
|
|
2024
Q1 | $355K | Sell |
5,290
-514
| -9% | -$34.5K | 0.3% | 76 |
|
|
2023
Q4 | $382K | Hold |
5,804
| – | – | 0.35% | 66 |
|
|
2023
Q3 | $374K | Hold |
5,804
| – | – | 0.38% | 64 |
|
|
2023
Q2 | $350K | Buy |
5,804
+221
| +4% | +$13.3K | 0.34% | 66 |
|
|
2023
Q1 | $321K | Buy |
5,583
+113
| +2% | +$6.5K | 0.33% | 72 |
|
|
2022
Q4 | $312K | Buy |
5,470
+267
| +5% | +$15.2K | 0.33% | 75 |
|
|
2022
Q3 | $259K | Buy |
5,203
+724
| +16% | +$36K | 0.25% | 82 |
|
|
2022
Q2 | $234K | Buy |
4,479
+119
| +3% | +$6.22K | 0.22% | 80 |
|
|
2022
Q1 | $239K | Buy |
+4,360
| New | +$239K | 0.22% | 84 |
|