A detailed history of Caldwell Trust CO transactions in Shell PLC stock. As of the latest transaction made, Caldwell Trust CO holds 29,369 shares of SHEL stock, worth $2.22 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
29,369
Previous 27,841 5.49%
Holding current value
$2.22 Million
Previous $1.96 Billion 7.17%
% of portfolio
0.2%
Previous 0.2%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$69.82 - $73.93 $106,684 - $112,965
1,528 Added 5.49%
29,369 $2.1 Billion
Q2 2025

Sep 22, 2025

BUY
$59.75 - $73.05 $1.66 Million - $2.03 Million
27,841 New
27,841 $1.96 Billion
Q1 2025

Sep 23, 2025

SELL
$62.84 - $73.29 $53,728 - $62,662
-855 Reduced 3.07%
26,986 $1.98 Billion
Q4 2024

Sep 24, 2025

BUY
$60.63 - $70.23 $181,162 - $209,847
2,988 Added 14.73%
23,273 $1.46 Billion
Q3 2024

Sep 24, 2025

BUY
$65.65 - $73.28 $186,249 - $207,895
2,837 Added 16.26%
20,285 $1.34 Billion
Q2 2024

Sep 24, 2025

BUY
$67.92 - $74.17 $180,599 - $197,218
2,659 Added 17.98%
17,448 $1.26 Billion
Q1 2024

Sep 24, 2025

SELL
$61.04 - $67.42 $796,694 - $879,965
-13,052 Reduced 46.88%
14,789 $991 Million
Q4 2023

Oct 01, 2025

BUY
$62.04 - $68.55 $347,796 - $384,291
5,606 Added 140.78%
9,588 $631 Million
Q2 2023

Oct 01, 2025

SELL
$56.0 - $62.07 $109,984 - $121,905
-1,964 Reduced 33.03%
3,982 $240 Million
Q1 2023

Oct 01, 2025

SELL
$53.95 - $62.58 $1.18 Million - $1.37 Million
-21,895 Reduced 78.64%
5,946 $342 Million
Q4 2022

Oct 01, 2025

BUY
$50.18 - $58.47 $158,317 - $184,472
3,155 Added 120.51%
5,773 $329 Million
Q3 2022

Oct 01, 2025

SELL
$22.42 - $55.66 $565,499 - $1.4 Million
-25,223 Reduced 90.6%
2,618 $130 Million
Q2 2022

Oct 01, 2025

BUY
$24.75 - $30.77 $13,266 - $16,492
536 Added 43.33%
1,773 $92.7 Million
Q1 2022

Oct 01, 2025

SELL
$22.42 - $27.83 $596,461 - $740,389
-26,604 Reduced 95.56%
1,237 $67.9 Million

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 $269B
  • 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
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