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U.S. Global Investors (USGI)’s Shell SHEL Stock Holding History

U.S. Global Investors (USGI)’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$775K Buy
11,000
+6,000
+120% +$422K 0.09% 73
2025
Q1 		$366K Buy
+5,000
New +$366K 0.05% 88
2024
Q4 		– Sell
-10,000
Closed -$660K – 139
2024
Q3 		$660K Buy
+10,000
New +$660K 0.06% 70