U.S. Capital Wealth Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History

U.S. Capital Wealth 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	-125,000	Closed	-$1.98M	–	1624
2022 Q3	$1.98M	Hold	125,000	–	–	0.1%	189
2022 Q2	$1.76M	Hold	125,000	–	–	0.08%	236
2022 Q1	$1.78M	Hold	125,000	–	–	0.07%	282
2021 Q4	$1.44M	Buy	125,000 +20,000	+19%	+$236K	0.06%	330
2021 Q3	$1.24M	Buy	+105,000	New	+$1.33M	0.05%	345

Other funds holding SHLX

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

U.S. Capital Wealth Advisors's SHLX Position: Q4 2022 in Review

U.S. Capital Wealth Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 125,000 shares — an estimated $1.98M sold.

U.S. Capital Wealth Advisors first reported a position in SHLX in Q3 2021 and held it in 5 quarters. The position peaked at $1.98M in Q3 2022. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

U.S. Capital Wealth Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 125,000 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $1.98M.
U.S. Capital Wealth Advisors first reported a position in Shell Midstream Partners, L.P. in Q3 2021 and held it in 5 quarters.
U.S. Capital Wealth Advisors's Shell Midstream Partners, L.P. position peaked at $1.98M in Q3 2022.
2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.