A detailed history of Robertson Stephens Wealth Management, LLC transactions in Shell PLC stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 5,331 shares of SHEL stock, worth $349,020. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,331
Previous 5,997 11.11%
Holding current value
$349,020
Previous $432,000 18.75%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$65.65 - $73.28 $43,722 - $48,804
-666 Reduced 11.11%
5,331 $351,000
Q2 2024

Aug 13, 2024

SELL
$67.92 - $74.17 $15,010 - $16,391
-221 Reduced 3.55%
5,997 $432,000
Q1 2024

May 15, 2024

SELL
$61.04 - $67.42 $40,164 - $44,362
-658 Reduced 9.57%
6,218 $416,000
Q4 2023

Feb 06, 2024

BUY
$62.04 - $68.55 $15,075 - $16,657
243 Added 3.66%
6,876 $452,000
Q3 2023

Nov 13, 2023

BUY
$58.53 - $65.82 $819 - $921
14 Added 0.21%
6,633 $427,000
Q2 2023

Aug 11, 2023

SELL
$56.0 - $62.07 $1,064 - $1,179
-19 Reduced 0.29%
6,619 $399,000
Q1 2023

May 11, 2023

SELL
$53.95 - $62.58 $16,616 - $19,274
-308 Reduced 4.43%
6,638 $381,000
Q4 2022

Feb 14, 2023

BUY
$50.18 - $58.47 $4,215 - $4,911
84 Added 1.22%
6,946 $395,000
Q2 2022

Aug 12, 2022

BUY
$24.75 - $30.77 $1,856 - $2,307
75 Added 1.11%
6,862 $358,000
Q1 2022

May 16, 2022

BUY
$22.42 - $27.83 $152,164 - $188,882
6,787 New
6,787 $372,000

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 $233B
  • 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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