A detailed history of Summit Trail Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 8,670 shares of SHEL stock, worth $567,624. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,670
Previous 8,709 0.45%
Holding current value
$567,624
Previous $628,000 9.08%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$65.65 - $73.28 $2,560 - $2,857
-39 Reduced 0.45%
8,670 $571,000
Q2 2024

Aug 13, 2024

BUY
$67.92 - $74.17 $325,404 - $355,348
4,791 Added 122.28%
8,709 $628,000
Q1 2024

Apr 23, 2024

BUY
$61.04 - $67.42 $10,132 - $11,191
166 Added 4.42%
3,918 $262,000
Q4 2023

Feb 06, 2024

BUY
$62.04 - $68.55 $37,286 - $41,198
601 Added 19.07%
3,752 $246,000
Q3 2023

Oct 30, 2023

SELL
$58.53 - $65.82 $44,482 - $50,023
-760 Reduced 19.43%
3,151 $202,000
Q2 2023

Jul 25, 2023

BUY
$56.0 - $62.07 $219,016 - $242,755
3,911 New
3,911 $236,000

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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