Roberts Wealth Advisors, LLC Shell PLC Transaction History
Roberts Wealth Advisors, LLC
- $325 Million
- Q2 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 33,902 shares of SHEL stock, worth $2.48 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
33,902
Previous 33,630
0.81%
Holding current value
$2.48 Million
Previous $2.46 Million
3.13%
% of portfolio
0.73%
Previous 0.82%
Shares
14 transactions
Others Institutions Holding SHEL
# of Institutions
1,587Shares Held
309MCall Options Held
9.64MPut Options Held
4.37M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa25.5MShares$1.87 Billion0.82% of portfolio
-
Dimensional Fund Advisors LP Austin, TX23.3MShares$1.7 Billion0.44% of portfolio
-
Eagle Capital Management LLC New York, NY15.7MShares$1.15 Billion4.27% of portfolio
-
Morgan Stanley New York, NY10.3MShares$750 Million0.06% of portfolio
-
Pendal Group LTD9.69MShares$708 Million4.52% of portfolio
About Shell plc
- Ticker SHEL
- Exchange OTC
- Sector Energy
- Industry Oil & Gas Integrated
- Shares Outstandng 3,560,539,904
- Market Cap $260B
- 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;...