A detailed history of Tru Wealth Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 420,825 shares of SHEL stock, worth $27.6 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
420,825
Previous 426,499 1.33%
Holding current value
$27.6 Million
Previous $30.8 Million 9.85%
% of portfolio
1.72%
Previous 2.07%

Shares

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

Oct 16, 2024

SELL
$65.65 - $73.28 $372,498 - $415,790
-5,674 Reduced 1.33%
420,825 $27.8 Million
Q2 2024

Jul 16, 2024

BUY
$67.92 - $74.17 $246,006 - $268,643
3,622 Added 0.86%
426,499 $30.8 Million
Q1 2024

Apr 15, 2024

BUY
$61.04 - $67.42 $435,337 - $480,839
7,132 Added 1.72%
422,877 $28.3 Million
Q4 2023

Jan 10, 2024

SELL
$62.04 - $68.55 $2.12 Million - $2.34 Million
-34,158 Reduced 7.59%
415,745 $27.4 Million
Q3 2023

Oct 10, 2023

SELL
$58.53 - $65.82 $826,326 - $929,246
-14,118 Reduced 3.04%
449,903 $29 Million
Q2 2023

Aug 04, 2023

SELL
$56.0 - $62.07 $144,256 - $159,892
-2,576 Reduced 0.55%
464,021 $28 Million
Q1 2023

Apr 25, 2023

BUY
$53.95 - $62.58 $337,025 - $390,937
6,247 Added 1.36%
466,597 $26.8 Million
Q4 2022

Jan 27, 2023

BUY
$50.18 - $58.47 $313,223 - $364,969
6,242 Added 1.37%
460,350 $0
Q3 2022

Oct 24, 2022

BUY
$22.42 - $55.66 $134,833 - $334,739
6,014 Added 1.34%
454,108 $22.6 Million
Q2 2022

Jul 22, 2022

SELL
$24.75 - $30.77 $912,012 - $1.13 Million
-36,849 Reduced 7.6%
448,094 $23.4 Million
Q1 2022

Apr 27, 2022

BUY
$22.42 - $27.83 $10.9 Million - $13.5 Million
484,943 New
484,943 $26.6 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 $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
Track This Portfolio

Track Tru Wealth Advisors, LLC Portfolio

Follow Tru Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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