A detailed history of Finivi Inc. transactions in Shell PLC stock. As of the latest transaction made, Finivi Inc. holds 10,838 shares of SHEL stock, worth $821,086. This represents 0.49% of its overall portfolio holdings.

Number of Shares
10,838
Previous 10,661 1.66%
Holding current value
$821,086
Previous $751 Million 3.28%
% of portfolio
0.49%
Previous 0.51%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 19, 2025

BUY
$69.82 - $73.93 $12,358 - $13,085
177 Added 1.66%
10,838 $775 Million
Q2 2025

Dec 19, 2025

SELL
$59.75 - $73.05 $3,525 - $4,309
-59 Reduced 0.55%
10,661 $751 Million
Q1 2025

Dec 19, 2025

BUY
$62.84 - $73.29 $5,592 - $6,522
89 Added 0.84%
10,720 $786 Million
Q4 2024

Dec 19, 2025

SELL
$60.63 - $70.23 $9,397 - $10,885
-155 Reduced 1.44%
10,631 $666 Million
Q3 2024

Dec 19, 2025

BUY
$65.65 - $73.28 $2,429 - $2,711
37 Added 0.34%
10,786 $711 Million
Q2 2024

Dec 19, 2025

BUY
$67.92 - $74.17 $5,297 - $5,785
78 Added 0.73%
10,749 $776 Million
Q1 2024

Dec 19, 2025

BUY
$61.04 - $67.42 $7,324 - $8,090
120 Added 1.14%
10,671 $715 Million
Q4 2023

Dec 19, 2025

BUY
$62.04 - $68.55 $654,584 - $723,271
10,551 New
10,551 $694 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 $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;...
More about SHEL
Track This Portfolio

Track Finivi Inc. Portfolio

Follow Finivi Inc. 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 Finivi Inc., based on Form 13F filings with the SEC.

News

Stay updated on Finivi Inc. with notifications on news.