A detailed history of Valeo Financial Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 25,123 shares of SHEL stock, worth $1.56 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
25,123
Previous 27,628 9.07%
Holding current value
$1.56 Million
Previous $1.99 Million 16.95%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Oct 10, 2024

SELL
$65.65 - $73.28 $164,453 - $183,566
-2,505 Reduced 9.07%
25,123 $1.66 Million
Q2 2024

Jul 10, 2024

SELL
$67.92 - $74.17 $122,052 - $133,283
-1,797 Reduced 6.11%
27,628 $1.99 Million
Q1 2024

Apr 25, 2024

SELL
$61.04 - $67.42 $48,954 - $54,070
-802 Reduced 2.65%
29,425 $1.97 Million
Q1 2024

Apr 19, 2024

SELL
$61.04 - $67.42 $27,712 - $30,608
-454 Reduced 1.48%
30,227 $2.03 Million
Q4 2023

Jan 29, 2024

SELL
$62.04 - $68.55 $221,730 - $244,997
-3,574 Reduced 10.43%
30,681 $2.02 Million
Q3 2023

Oct 19, 2023

SELL
$58.53 - $65.82 $542,046 - $609,559
-9,261 Reduced 21.28%
34,255 $2.21 Million
Q2 2023

Jul 14, 2023

SELL
$56.0 - $62.07 $35,560 - $39,414
-635 Reduced 1.44%
43,516 $2.63 Million
Q1 2023

Apr 17, 2023

BUY
$53.95 - $62.58 $193,033 - $223,911
3,578 Added 8.82%
44,151 $2.54 Million
Q4 2022

Feb 09, 2023

BUY
$50.18 - $58.47 $1,204 - $1,403
24 Added 0.06%
40,573 $2.31 Million
Q3 2022

Oct 31, 2022

BUY
$22.42 - $55.66 $224,850 - $558,214
10,029 Added 32.86%
40,549 $1.5 Million
Q2 2022

Aug 03, 2022

BUY
$24.75 - $30.77 $121,473 - $151,019
4,908 Added 19.16%
30,520 $1.6 Million
Q1 2022

Apr 28, 2022

BUY
$22.42 - $27.83 $574,221 - $712,781
25,612 New
25,612 $1.41 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 $221B
  • 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 Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial 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 Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.