A detailed history of Octavia Wealth Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 34,619 shares of SHEL stock, worth $2.29 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
34,619
Previous 32,324 7.1%
Holding current value
$2.29 Million
Previous $2.17 Million 15.27%
% of portfolio
0.34%
Previous 0.32%

Shares

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

Aug 01, 2024

BUY
$67.92 - $74.17 $155,876 - $170,220
2,295 Added 7.1%
34,619 $2.5 Million
Q1 2024

Apr 15, 2024

BUY
$61.04 - $67.42 $34,975 - $38,631
573 Added 1.8%
32,324 $2.17 Million
Q4 2023

Jan 30, 2024

SELL
$62.04 - $68.55 $52,113 - $57,582
-840 Reduced 2.58%
31,751 $2.09 Million
Q3 2023

Oct 30, 2023

SELL
$58.53 - $65.82 $9,657 - $10,860
-165 Reduced 0.5%
32,591 $2.1 Million
Q2 2023

Jul 18, 2023

SELL
$56.0 - $62.07 $29,512 - $32,710
-527 Reduced 1.58%
32,756 $1.98 Million
Q1 2023

Apr 20, 2023

SELL
$53.95 - $62.58 $39,707 - $46,058
-736 Reduced 2.16%
33,283 $1.92 Million
Q4 2022

Jan 19, 2023

BUY
$50.18 - $58.47 $6,874 - $8,010
137 Added 0.4%
34,019 $0
Q3 2022

Oct 17, 2022

SELL
$22.42 - $55.66 $605 - $1,502
-27 Reduced 0.08%
33,882 $1.69 Million
Q2 2022

Jul 18, 2022

SELL
$24.75 - $30.77 $7,227 - $8,984
-292 Reduced 0.85%
33,909 $1.77 Million
Q1 2022

Apr 20, 2022

BUY
$22.42 - $27.83 $766,786 - $951,813
34,201 New
34,201 $1.88 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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