A detailed history of Cary Street Partners Investment Advisory LLC transactions in Shell PLC stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 83,924 shares of SHEL stock, worth $5.45 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
83,924
Previous 88,290 4.95%
Holding current value
$5.45 Million
Previous $6.37 Million 13.15%
% of portfolio
0.21%
Previous 0.26%

Shares

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

Oct 30, 2024

SELL
$65.65 - $73.28 $286,627 - $319,940
-4,366 Reduced 4.95%
83,924 $5.53 Million
Q2 2024

Jul 22, 2024

BUY
$67.92 - $74.17 $243,221 - $265,602
3,581 Added 4.23%
88,290 $6.37 Million
Q1 2024

Apr 30, 2024

SELL
$61.04 - $67.42 $109,322 - $120,749
-1,791 Reduced 2.07%
84,709 $5.68 Million
Q4 2023

Feb 07, 2024

BUY
$62.04 - $68.55 $5.37 Million - $5.93 Million
86,500 New
86,500 $5.69 Million
Q3 2023

Nov 13, 2023

BUY
$58.53 - $65.82 $3.23 Million - $3.63 Million
55,157 Added 164.15%
88,759 $5.71 Million
Q2 2023

Aug 10, 2023

BUY
$56.0 - $62.07 $3,528 - $3,910
63 Added 0.19%
33,602 $2.03 Million
Q1 2023

May 12, 2023

BUY
$53.95 - $62.58 $16,292 - $18,899
302 Added 0.91%
33,539 $1.93 Million
Q4 2022

Feb 14, 2023

SELL
$50.18 - $58.47 $11,441 - $13,331
-228 Reduced 0.68%
33,237 $1.89 Million
Q3 2022

Nov 14, 2022

BUY
$22.42 - $55.66 $1,928 - $4,786
86 Added 0.26%
33,465 $1.67 Million
Q2 2022

Aug 15, 2022

BUY
$24.75 - $30.77 $95,609 - $118,864
3,863 Added 13.09%
33,379 $1.75 Million
Q1 2022

May 16, 2022

BUY
$22.42 - $27.83 $661,748 - $821,430
29,516 New
29,516 $1.62 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 $231B
  • 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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