A detailed history of Concurrent Investment Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 26,229 shares of SHEL stock, worth $1.8 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
26,229
Previous 20,797 26.12%
Holding current value
$1.8 Million
Previous $1.39 Billion 35.8%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jul 30, 2024

BUY
$67.92 - $74.17 $368,941 - $402,891
5,432 Added 26.12%
26,229 $1.89 Billion
Q1 2024

May 07, 2024

BUY
$61.04 - $67.42 $83,685 - $92,432
1,371 Added 7.06%
20,797 $1.39 Billion
Q4 2023

Apr 15, 2024

BUY
$62.04 - $68.55 $1.21 Million - $1.33 Million
19,426 New
19,426 $1.28 Billion

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 $244B
  • 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 Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

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