A detailed history of Roberts Wealth Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 27,500 shares of SHEL stock, worth $1.82 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
27,500
Previous 27,376 0.45%
Holding current value
$1.82 Million
Previous $1.84 Million 8.12%
% of portfolio
0.73%
Previous 0.7%

Shares

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

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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