A detailed history of Big Sur Wealth Management LLC transactions in Shell PLC stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 6,766 shares of SHEL stock, worth $410,290. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,766
Previous 6,536 3.52%
Holding current value
$410,290
Previous $471,000 5.31%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Oct 16, 2024

BUY
$65.65 - $73.28 $15,099 - $16,854
230 Added 3.52%
6,766 $446,000
Q2 2024

Jul 22, 2024

BUY
$67.92 - $74.17 $101,880 - $111,255
1,500 Added 29.79%
6,536 $471,000
Q1 2024

May 21, 2024

BUY
$61.04 - $67.42 $91,560 - $101,130
1,500 Added 42.42%
5,036 $337,000
Q2 2023

Aug 14, 2023

BUY
$56.0 - $62.07 $198,016 - $219,479
3,536 New
3,536 $213,000

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 $216B
  • 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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