A detailed history of Exencial Wealth Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 59,236 shares of SHEL stock, worth $3.64 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
59,236
Previous 59,039 0.33%
Holding current value
$3.64 Million
Previous $4.26 Million 8.33%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Oct 31, 2024

BUY
$65.65 - $73.28 $12,933 - $14,436
197 Added 0.33%
59,236 $3.91 Million
Q2 2024

Aug 12, 2024

SELL
$67.92 - $74.17 $250,081 - $273,093
-3,682 Reduced 5.87%
59,039 $4.26 Million
Q1 2024

May 10, 2024

BUY
$61.04 - $67.42 $43,643 - $48,205
715 Added 1.15%
62,721 $4.2 Million
Q4 2023

Feb 13, 2024

SELL
$62.04 - $68.55 $430,433 - $475,599
-6,938 Reduced 10.06%
62,006 $4.08 Million
Q3 2023

Nov 08, 2023

SELL
$58.53 - $65.82 $270,350 - $304,022
-4,619 Reduced 6.28%
68,944 $4.44 Million
Q2 2023

Aug 10, 2023

SELL
$56.0 - $62.07 $89,600 - $99,312
-1,600 Reduced 2.13%
73,563 $4.44 Million
Q1 2023

May 02, 2023

SELL
$53.95 - $62.58 $838,652 - $972,806
-15,545 Reduced 17.14%
75,163 $4.32 Million
Q4 2022

Feb 14, 2023

SELL
$50.18 - $58.47 $194,798 - $226,980
-3,882 Reduced 4.1%
90,708 $5.17 Million
Q3 2022

Nov 08, 2022

SELL
$22.42 - $55.66 $1.03 Million - $2.55 Million
-45,796 Reduced 32.62%
94,590 $4.71 Million
Q2 2022

Aug 11, 2022

BUY
$24.75 - $30.77 $111,771 - $138,957
4,516 Added 3.32%
140,386 $7.34 Million
Q1 2022

May 12, 2022

BUY
$22.42 - $27.83 $3.05 Million - $3.78 Million
135,870 New
135,870 $7.46 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 $219B
  • 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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