A detailed history of Forvis Wealth Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 10,610 shares of SHEL stock, worth $702,275. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,610
Previous 7,670 38.33%
Holding current value
$702,275
Previous $553,000 26.4%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$65.65 - $73.28 $193,011 - $215,443
2,940 Added 38.33%
10,610 $699,000
Q2 2024

Aug 09, 2024

BUY
$67.92 - $74.17 $6,316 - $6,897
93 Added 1.23%
7,670 $553,000
Q1 2024

Apr 19, 2024

SELL
$61.04 - $67.42 $2,197 - $2,427
-36 Reduced 0.47%
7,577 $507,000
Q4 2023

Jan 11, 2024

BUY
$62.04 - $68.55 $42,807 - $47,299
690 Added 9.97%
7,613 $500,000
Q3 2023

Oct 25, 2023

BUY
$58.53 - $65.82 $48,404 - $54,433
827 Added 13.57%
6,923 $445,000
Q2 2023

Aug 08, 2023

BUY
$56.0 - $62.07 $4,144 - $4,593
74 Added 1.23%
6,096 $368,000
Q1 2023

Apr 26, 2023

SELL
$53.95 - $62.58 $431 - $500
-8 Reduced 0.13%
6,022 $346,000
Q4 2022

Feb 02, 2023

SELL
$50.18 - $58.47 $27,498 - $32,041
-548 Reduced 8.33%
6,030 $343,000
Q3 2022

Oct 13, 2022

BUY
$22.42 - $55.66 $1,210 - $3,005
54 Added 0.83%
6,578 $328,000
Q2 2022

Jul 22, 2022

BUY
$24.75 - $30.77 $12,028 - $14,954
486 Added 8.05%
6,524 $341,000
Q1 2022

May 10, 2022

BUY
$22.42 - $27.83 $135,371 - $168,037
6,038 New
6,038 $332,000

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 $236B
  • 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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