Vista Investment Partners II’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$319K	Buy	4,534 +9	+0.2%	+$634	0.15%	104
2025 Q1	$332K	Buy	4,525 +8	+0.2%	+$586	0.18%	97
2024 Q4	$283K	Buy	+4,517	New	+$283K	0.17%	100