Whittier Trust’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
34,262
+3,361
| +11% | +$237K | 0.03% | 272 |
|
|
2025
Q1 | $2.26M | Buy |
30,901
+2,042
| +7% | +$150K | 0.03% | 265 |
|
|
2024
Q4 | $1.81M | Buy |
28,859
+7,008
| +32% | +$439K | 0.02% | 293 |
|
|
2024
Q3 | $1.44M | Buy |
21,851
+791
| +4% | +$52.2K | 0.02% | 320 |
|
|
2024
Q2 | $1.52M | Buy |
21,060
+1,810
| +9% | +$131K | 0.02% | 298 |
|
|
2024
Q1 | $1.29M | Buy |
19,250
+670
| +4% | +$44.9K | 0.02% | 318 |
|
|
2023
Q4 | $1.22M | Sell |
18,580
-1,006
| -5% | -$66.2K | 0.02% | 319 |
|
|
2023
Q3 | $1.26M | Buy |
19,586
+935
| +5% | +$60.2K | 0.02% | 311 |
|
|
2023
Q2 | $1.13M | Buy |
18,651
+496
| +3% | +$29.9K | 0.02% | 335 |
|
|
2023
Q1 | $1.04M | Buy |
18,155
+1,808
| +11% | +$104K | 0.02% | 345 |
|
|
2022
Q4 | $931K | Sell |
16,347
-387
| -2% | -$22K | 0.02% | 367 |
|
|
2022
Q3 | $833K | Sell |
16,734
-1,701
| -9% | -$84.7K | 0.02% | 377 |
|
|
2022
Q2 | $964K | Sell |
18,435
-1,005
| -5% | -$52.6K | 0.02% | 359 |
|
|
2022
Q1 | $1.07M | Buy |
+19,440
| New | +$1.07M | 0.02% | 367 |
|