A detailed history of Ep Wealth Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 13,626 shares of SHEL stock, worth $900,814. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,626
Previous 14,940 8.8%
Holding current value
$900,814
Previous $1 Million 1.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 19, 2024

SELL
$67.92 - $74.17 $89,246 - $97,459
-1,314 Reduced 8.8%
13,626 $983,000
Q1 2024

May 14, 2024

BUY
$61.04 - $67.42 $182,753 - $201,855
2,994 Added 25.06%
14,940 $1 Million
Q4 2023

Feb 28, 2024

SELL
$62.04 - $68.55 $133,386 - $147,382
-2,150 Reduced 15.25%
11,946 $786,000
Q3 2023

Nov 22, 2023

BUY
$58.53 - $65.82 $434,468 - $488,581
7,423 Added 111.24%
14,096 $907,000
Q2 2023

Aug 14, 2023

SELL
$56.0 - $62.07 $6.07 Million - $6.72 Million
-108,327 Reduced 94.2%
6,673 $402,000
Q1 2023

Jun 05, 2023

BUY
$53.95 - $62.58 $5.54 Million - $6.42 Million
102,645 Added 830.8%
115,000 $6.62 Million
Q4 2022

Jun 12, 2023

SELL
$50.18 - $58.47 $5.22 Million - $6.09 Million
-104,105 Reduced 90.53%
10,895 $620,000
Q3 2022

Dec 02, 2022

SELL
$22.42 - $55.66 $26,365 - $65,456
-1,176 Reduced 8.69%
12,355 $615,000
Q2 2022

Aug 11, 2022

SELL
$24.75 - $30.77 $123,354 - $153,357
-4,984 Reduced 26.92%
13,531 $708,000
Q1 2022

May 20, 2022

BUY
$22.42 - $27.83 $415,106 - $515,272
18,515 New
18,515 $1.02 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 $235B
  • 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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