TruWealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Buy |
332,544
+8,429
| +3% | +$593K | 1.29% | 27 |
|
|
2025
Q1 | $23.8M | Buy |
324,115
+1,511
| +0.5% | +$111K | 1.43% | 22 |
|
|
2024
Q4 | $20.2M | Sell |
322,604
-98,221
| -23% | -$6.15M | 1.22% | 26 |
|
|
2024
Q3 | $27.8M | Sell |
420,825
-5,674
| -1% | -$374K | 1.7% | 19 |
|
|
2024
Q2 | $30.8M | Buy |
426,499
+3,622
| +0.9% | +$261K | 2.05% | 15 |
|
|
2024
Q1 | $28.3M | Buy |
422,877
+7,132
| +2% | +$478K | 1.98% | 17 |
|
|
2023
Q4 | $27.4M | Sell |
415,745
-34,158
| -8% | -$2.25M | 2.09% | 17 |
|
|
2023
Q3 | $29M | Sell |
449,903
-14,118
| -3% | -$909K | 2.49% | 9 |
|
|
2023
Q2 | $28M | Sell |
464,021
-2,576
| -0.6% | -$156K | 2.41% | 10 |
|
|
2023
Q1 | $26.8M | Buy |
466,597
+6,247
| +1% | +$359K | 2.46% | 9 |
|
|
2022
Q4 | $26.2M | Buy |
460,350
+6,242
| +1% | +$355K | 2.56% | 7 |
|
|
2022
Q3 | $22.6M | Buy |
454,108
+6,014
| +1% | +$299K | 2.39% | 8 |
|
|
2022
Q2 | $23.4M | Sell |
448,094
-36,849
| -8% | -$1.93M | 2.51% | 8 |
|
|
2022
Q1 | $26.6M | Buy |
+484,943
| New | +$26.6M | 2.77% | 9 |
|