A detailed history of Klingman & Associates, LLC transactions in Shell PLC stock. As of the latest transaction made, Klingman & Associates, LLC holds 3,622 shares of SHEL stock, worth $274,402. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,622
Previous 2,865 26.42%
Holding current value
$274,402
Previous $201,000 28.86%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$69.82 - $73.93 $52,853 - $55,965
757 Added 26.42%
3,622 $259,000
Q2 2025

Jul 30, 2025

SELL
$59.75 - $73.05 $44,334 - $54,203
-742 Reduced 20.57%
2,865 $201,000
Q1 2025

May 12, 2025

BUY
$62.84 - $73.29 $11,688 - $13,631
186 Added 5.44%
3,607 $264,000
Q4 2024

Jan 31, 2025

BUY
$60.63 - $70.23 $10,307 - $11,939
170 Added 5.23%
3,421 $214,000
Q3 2024

Nov 01, 2024

SELL
$65.65 - $73.28 $853 - $952
-13 Reduced 0.4%
3,251 $214,000
Q2 2024

Jul 30, 2024

BUY
$67.92 - $74.17 $221,690 - $242,090
3,264 New
3,264 $235,000

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 $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
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