A detailed history of Ever Source Wealth Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,391 shares of SHEL stock, worth $334,134. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,391
Previous 6,171 12.64%
Holding current value
$334,134
Previous $445,000 20.22%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 08, 2024

SELL
$65.65 - $73.28 $51,207 - $57,158
-780 Reduced 12.64%
5,391 $355,000
Q2 2024

Aug 13, 2024

SELL
$67.92 - $74.17 $8,761 - $9,567
-129 Reduced 2.05%
6,171 $445,000
Q1 2024

Jun 11, 2024

BUY
$61.04 - $67.42 $122 - $134
2 Added 0.03%
6,300 $422,000
Q4 2023

Feb 09, 2024

BUY
$62.04 - $68.55 $143,374 - $158,419
2,311 Added 57.96%
6,298 $414,000
Q3 2023

Nov 03, 2023

BUY
$58.53 - $65.82 $83,580 - $93,990
1,428 Added 55.8%
3,987 $256,000
Q2 2023

Aug 04, 2023

BUY
$56.0 - $62.07 $7,616 - $8,441
136 Added 5.61%
2,559 $154,000
Q1 2023

May 11, 2023

BUY
$53.95 - $62.58 $3,183 - $3,692
59 Added 2.5%
2,423 $139,000
Q4 2022

Feb 09, 2023

SELL
$50.18 - $58.47 $2,458 - $2,865
-49 Reduced 2.03%
2,364 $134,000
Q3 2022

Nov 07, 2022

SELL
$22.42 - $55.66 $11,299 - $28,052
-504 Reduced 17.28%
2,413 $120,000
Q2 2022

Aug 01, 2022

BUY
$24.75 - $30.77 $57,915 - $72,001
2,340 Added 405.55%
2,917 $152,000
Q1 2022

May 25, 2022

BUY
$22.42 - $27.83 $12,936 - $16,057
577 New
577 $31,000

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 $221B
  • 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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