Cassaday & CO Wealth Management LLC Shell PLC Transaction History
Cassaday & CO Wealth Management LLC
- $4.32 Billion
- Q3 2025
A detailed history of Cassaday & CO Wealth Management LLC transactions in Shell PLC stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 3,760 shares of SHEL stock, worth $284,857. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,760
Previous 3,646
3.13%
Holding current value
$284,857
Previous $256,000
4.69%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SHEL
# of Institutions
1,612Shares Held
275MCall Options Held
10.1MPut Options Held
3.41M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa26.8MShares$2.03 Billion0.71% of portfolio
-
Dimensional Fund Advisors LP Austin, TX24.4MShares$1.85 Billion0.39% of portfolio
-
Eagle Capital Management LLC New York, NY10.2MShares$776 Million2.33% of portfolio
-
Pendal Group LTD9.69MShares$734 Million4.52% of portfolio
-
Morgan Stanley New York, NY9.5MShares$719 Million0.04% of portfolio
About Shell plc
- Ticker SHEL
- Exchange OTC
- Sector Energy
- Industry Oil & Gas Integrated
- Shares Outstandng 3,560,539,904
- Market Cap $270B
- 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;...