A detailed history of Dogwood Wealth Management LLC transactions in Shell PLC stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 257 shares of SHEL stock, worth $17,311. This represents 0.01% of its overall portfolio holdings.

Number of Shares
257
Previous 252 1.98%
Holding current value
$17,311
Previous $16.9 Million 0.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 28, 2025

BUY
$65.65 - $73.28 $328 - $366
5 Added 1.98%
257 $16.9 Million
Q1 2024

Feb 28, 2025

BUY
$61.04 - $67.42 $183 - $202
3 Added 1.2%
252 $16.9 Million
Q4 2023

Feb 28, 2025

BUY
$62.04 - $68.55 $15,447 - $17,068
249 New
249 $16.4 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 $240B
  • 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 Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management 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 Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.