A detailed history of Captrust Financial Advisors transactions in Shell PLC stock. As of the latest transaction made, Captrust Financial Advisors holds 142,948 shares of SHEL stock, worth $9.59 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
142,948
Previous 131,862 8.41%
Holding current value
$9.59 Million
Previous $8.84 Million 16.71%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$67.92 - $74.17 $752,961 - $822,248
11,086 Added 8.41%
142,948 $10.3 Million
Q1 2024

May 15, 2024

SELL
$61.04 - $67.42 $4.3 Million - $4.75 Million
-70,391 Reduced 34.8%
131,862 $8.84 Million
Q4 2023

Feb 14, 2024

BUY
$62.04 - $68.55 $758,314 - $837,886
12,223 Added 6.43%
202,253 $13.3 Million
Q3 2023

Nov 14, 2023

BUY
$58.53 - $65.82 $2.57 Million - $2.89 Million
43,951 Added 30.09%
190,030 $12.2 Million
Q2 2023

Aug 14, 2023

BUY
$56.0 - $62.07 $548,072 - $607,479
9,787 Added 7.18%
146,079 $8.82 Million
Q1 2023

May 15, 2023

BUY
$53.95 - $62.58 $720,016 - $835,192
13,346 Added 10.86%
136,292 $7.84 Million
Q4 2022

Feb 15, 2023

BUY
$50.18 - $58.47 $1.12 Million - $1.3 Million
22,238 Added 22.08%
122,946 $7 Million
Q3 2022

Nov 16, 2022

BUY
$22.42 - $55.66 $382,417 - $949,392
17,057 Added 20.39%
100,708 $5.01 Million
Q2 2022

Aug 23, 2022

SELL
$24.75 - $30.77 $149,737 - $186,158
-6,050 Reduced 6.74%
83,651 $4.37 Million
Q2 2022

Aug 16, 2022

BUY
$24.75 - $30.77 $680,773 - $846,359
27,506 Added 44.23%
89,701 $4.69 Million
Q1 2022

May 16, 2022

BUY
$22.42 - $27.83 $1.39 Million - $1.73 Million
62,195 New
62,195 $3.42 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 $239B
  • 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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