A detailed history of Weatherly Asset Management L. P. transactions in Shell PLC stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 52,591 shares of SHEL stock, worth $3.26 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
52,591
Previous 53,475 1.65%
Holding current value
$3.26 Million
Previous $3.86 Million 10.13%
% of portfolio
0.3%
Previous 0.35%

Shares

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

Oct 28, 2024

SELL
$65.65 - $73.28 $58,034 - $64,779
-884 Reduced 1.65%
52,591 $3.47 Million
Q2 2024

Jul 31, 2024

SELL
$67.92 - $74.17 $55,626 - $60,745
-819 Reduced 1.51%
53,475 $3.86 Million
Q1 2024

Apr 18, 2024

BUY
$61.04 - $67.42 $22,951 - $25,349
376 Added 0.7%
54,294 $3.64 Million
Q4 2023

Feb 01, 2024

SELL
$62.04 - $68.55 $97,526 - $107,760
-1,572 Reduced 2.83%
53,918 $3.55 Million
Q3 2023

Oct 10, 2023

SELL
$58.53 - $65.82 $211,820 - $238,202
-3,619 Reduced 6.12%
55,490 $3.57 Million
Q2 2023

Jul 21, 2023

SELL
$56.0 - $62.07 $126,896 - $140,650
-2,266 Reduced 3.69%
59,109 $3.57 Million
Q1 2023

Apr 13, 2023

SELL
$53.95 - $62.58 $120,686 - $139,991
-2,237 Reduced 3.52%
61,375 $3.53 Million
Q4 2022

Jan 10, 2023

SELL
$50.18 - $58.47 $31,964 - $37,245
-637 Reduced 0.99%
63,612 $0
Q3 2022

Oct 17, 2022

SELL
$22.42 - $55.66 $44,548 - $110,596
-1,987 Reduced 3.0%
64,249 $3.2 Million
Q2 2022

Jul 18, 2022

SELL
$24.75 - $30.77 $61,429 - $76,371
-2,482 Reduced 3.61%
66,236 $3.46 Million
Q1 2022

May 06, 2022

BUY
$22.42 - $27.83 $1.54 Million - $1.91 Million
68,718 New
68,718 $3.78 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
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