A detailed history of Phillips Wealth Planners LLC transactions in Shell PLC stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,844 shares of SHEL stock, worth $263,621. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,844
Previous 3,969 3.15%
Holding current value
$263,621
Previous $289 Million 11.5%
% of portfolio
0.25%
Previous 0.31%

Shares

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

Oct 28, 2024

SELL
$65.65 - $73.28 $8,206 - $9,160
-125 Reduced 3.15%
3,844 $256 Million
Q2 2024

Aug 02, 2024

SELL
$67.92 - $74.17 $2,920 - $3,189
-43 Reduced 1.07%
3,969 $289 Million
Q1 2024

Apr 29, 2024

SELL
$61.04 - $67.42 $3,296 - $3,640
-54 Reduced 1.33%
4,012 $285 Million
Q4 2023

Feb 12, 2024

SELL
$62.04 - $68.55 $5,335 - $5,895
-86 Reduced 2.07%
4,066 $249 Million
Q3 2023

Oct 30, 2023

BUY
$58.53 - $65.82 $6,555 - $7,371
112 Added 2.77%
4,152 $283 Million
Q2 2023

Jul 26, 2023

SELL
$56.0 - $62.07 $3,248 - $3,600
-58 Reduced 1.42%
4,040 $244 Million
Q1 2023

May 15, 2023

BUY
$53.95 - $62.58 $221,087 - $256,452
4,098 New
4,098 $252 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 $244B
  • 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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