Roberts Wealth Advisors, LLC Shell PLC Transaction History

Roberts Wealth Advisors, LLC

$354 Million
Q3 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 31,461 shares of SHEL stock, worth $2.29 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

31,461

Previous 33,902 7.2%

Holding current value

$2.29 Million

Previous $2.39 Million 5.74%

% of portfolio

0.63%

Previous 0.73%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$69.82 - $73.93 $170,430 - $180,463	-2,441 Reduced 7.2%	31,461 $2.25 Million
Q2 2025 Jul 22, 2025	BUY	$59.75 - $73.05 $16,252 - $19,869	272 Added 0.81%	33,902 $2.39 Million
Q1 2025 Apr 21, 2025	SELL	$62.84 - $73.29 $1,319 - $1,539	-21 Reduced 0.06%	33,630 $2.46 Million
Q4 2024 Jan 16, 2025	BUY	$60.63 - $70.23 $352,260 - $408,036	5,810 Added 20.87%	33,651 $2.11 Million
Q3 2024 Oct 15, 2024	BUY	$65.65 - $73.28 $22,386 - $24,988	341 Added 1.24%	27,841 $1.84 Million
Q2 2024 Aug 13, 2024	BUY	$67.92 - $74.17 $8,422 - $9,197	124 Added 0.45%	27,500 $1.98 Million
Q1 2024 Apr 17, 2024	BUY	$61.04 - $67.42 $48,954 - $54,070	802 Added 3.02%	27,376 $1.84 Million
Q4 2023 Jan 17, 2024	BUY	$62.04 - $68.55 $10,670 - $11,790	172 Added 0.65%	26,574 $5.04 Million
Q3 2023 Oct 17, 2023	BUY	$58.53 - $65.82 $12,759 - $14,348	218 Added 0.83%	26,402 $1.7 Million
Q2 2023 Jul 12, 2023	SELL	$56.0 - $62.07 $50,400 - $55,863	-900 Reduced 3.32%	26,184 $1.58 Million
Q1 2023 Apr 11, 2023	BUY	$53.95 - $62.58 $1,456 - $1,689	27 Added 0.1%	27,084 $1.56 Million
Q4 2022 Jan 10, 2023	BUY	$50.18 - $58.47 $35,828 - $41,747	714 Added 2.71%	27,057 $0
Q3 2022 Oct 13, 2022	BUY	$22.42 - $55.66 $7,510 - $18,646	335 Added 1.29%	26,343 $1.36 Million
Q2 2022 Jul 11, 2022	BUY	$24.75 - $30.77 $10,667 - $13,261	431 Added 1.69%	26,008 $1.28 Million
Q1 2022 Apr 12, 2022	BUY	$22.42 - $27.83 $573,436 - $711,807	25,577 New	25,577 $1.43 Million

Others Institutions Holding SHEL

# of Institutions

1,592

Shares Held

299M

Call Options Held

10.6M

Put Options Held

4.18M

View Full List

About Shell plc

Ticker SHEL
Exchange OTC
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 3,560,539,904
Market Cap $259B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Roberts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roberts Wealth Advisors, LLC with notifications on news.

Account

Roberts Wealth Advisors, LLC Shell PLC Transaction History