A detailed history of Schechter Investment Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 36,455 shares of SHEL stock, worth $2.37 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
36,455
Previous 36,438 0.05%
Holding current value
$2.37 Million
Previous $2.63 Million 8.59%
% of portfolio
0.24%
Previous 0.27%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$65.65 - $73.28 $1,116 - $1,245
17 Added 0.05%
36,455 $2.4 Million
Q2 2024

Aug 12, 2024

SELL
$67.92 - $74.17 $96,718 - $105,618
-1,424 Reduced 3.76%
36,438 $2.63 Million
Q1 2024

May 06, 2024

BUY
$61.04 - $67.42 $63,176 - $69,779
1,035 Added 2.81%
37,862 $2.54 Million
Q4 2023

Jan 17, 2024

SELL
$62.04 - $68.55 $507,859 - $561,150
-8,186 Reduced 18.19%
36,827 $2.42 Million
Q3 2023

Nov 06, 2023

BUY
$58.53 - $65.82 $199,704 - $224,577
3,412 Added 8.2%
45,013 $2.9 Million
Q2 2023

Jul 26, 2023

SELL
$56.0 - $62.07 $57,176 - $63,373
-1,021 Reduced 2.4%
41,601 $2.51 Million
Q1 2023

Apr 28, 2023

BUY
$53.95 - $62.58 $51,630 - $59,889
957 Added 2.3%
42,622 $2.45 Million
Q4 2022

Feb 13, 2023

BUY
$50.18 - $58.47 $64,029 - $74,607
1,276 Added 3.16%
41,665 $2.37 Million
Q3 2022

Nov 04, 2022

BUY
$22.42 - $55.66 $270,609 - $671,816
12,070 Added 42.62%
40,389 $2.01 Million
Q2 2022

Nov 03, 2022

BUY
$24.75 - $30.77 $700,895 - $871,375
28,319 New
28,319 $1.48 Million
Q1 2022

Nov 18, 2022

SELL
$22.42 - $27.83 $246,485 - $305,963
-10,994 Reduced 27.22%
29,395 $1.62 Million
Q4 2021

Dec 27, 2022

SELL
$20.37 - $24.68 $457,713 - $554,559
-22,470 Reduced 55.63%
17,919 $778,000

Others Institutions Holding SHEL

About Shell plc


  • Ticker SHEL
  • Exchange OTC
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 3,560,539,904
  • Market Cap $231B
  • Description
  • Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids;...
More about SHEL
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.