A detailed history of Creative Planning transactions in Shell PLC stock. As of the latest transaction made, Creative Planning holds 306,491 shares of SHEL stock, worth $18.8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
306,491
Previous 292,587 4.75%
Holding current value
$18.8 Million
Previous $21.1 Million 4.29%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 11, 2024

BUY
$65.65 - $73.28 $912,797 - $1.02 Million
13,904 Added 4.75%
306,491 $20.2 Million
Q2 2024

Aug 15, 2024

BUY
$67.92 - $74.17 $2.02 Million - $2.2 Million
29,677 Added 11.29%
292,587 $21.1 Million
Q1 2024

May 10, 2024

BUY
$61.04 - $67.42 $1.1 Million - $1.22 Million
18,086 Added 7.39%
262,910 $17.6 Million
Q4 2023

Feb 14, 2024

SELL
$62.04 - $68.55 $905,163 - $1 Million
-14,590 Reduced 5.62%
244,824 $16.1 Million
Q3 2023

Nov 16, 2023

BUY
$58.53 - $65.82 $4.44 Million - $4.99 Million
75,857 Added 41.33%
259,414 $16.7 Million
Q2 2023

Jul 21, 2023

BUY
$56.0 - $62.07 $2.83 Million - $3.14 Million
50,614 Added 38.07%
183,557 $11.1 Million
Q1 2023

May 15, 2023

SELL
$53.95 - $62.58 $773,427 - $897,146
-14,336 Reduced 9.73%
132,943 $7.65 Million
Q4 2022

Feb 10, 2023

BUY
$50.18 - $58.47 $565,378 - $658,781
11,267 Added 8.28%
147,279 $8.39 Million
Q3 2022

Nov 03, 2022

BUY
$22.42 - $55.66 $451,045 - $1.12 Million
20,118 Added 17.36%
136,012 $6.77 Million
Q2 2022

Aug 15, 2022

BUY
$24.75 - $30.77 $714,309 - $888,052
28,861 Added 33.16%
115,894 $6.06 Million
Q1 2022

May 16, 2022

BUY
$22.42 - $27.83 $1.95 Million - $2.42 Million
87,033 New
87,033 $4.78 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 $219B
  • 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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