A detailed history of Goal Vest Advisory LLC transactions in Shell PLC stock. As of the latest transaction made, Goal Vest Advisory LLC holds 129 shares of SHEL stock, worth $9,773. This represents 0.0% of its overall portfolio holdings.

Number of Shares
129
Holding current value
$9,773
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026

BUY
$71.37 - $77.01 $9,206 - $9,934
129 New
129 $9,000
Q2 2023

Jul 10, 2023

BUY
$56.0 - $62.07 $0 - $0
0 New
0 $0
Q1 2023

Apr 03, 2023

BUY
$53.95 - $62.58 $0 - $0
0 New
0 $0

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 $270B
  • 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 Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.