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 5,036 shares of SHEL stock, worth $367,829. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,036
Previous 3,536 42.42%
Holding current value
$367,829
Previous $232,000 45.26%
% of portfolio
0.11%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $260B
  • 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 Big Sur Wealth Management LLC Portfolio

Follow Big Sur Wealth Management 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 Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.