A detailed history of Kestra Private Wealth Services, LLC transactions in Shell PLC stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 36,920 shares of SHEL stock, worth $2.46 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
36,920
Previous 28,381 30.09%
Holding current value
$2.46 Million
Previous $1.87 Million 23.73%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$60.63 - $70.23 $517,719 - $599,693
8,539 Added 30.09%
36,920 $2.32 Million
Q3 2024

Nov 13, 2024

SELL
$65.65 - $73.28 $886,931 - $990,012
-13,510 Reduced 32.25%
28,381 $1.87 Million
Q2 2024

Aug 12, 2024

SELL
$67.92 - $74.17 $124,633 - $136,101
-1,835 Reduced 4.2%
41,891 $3.02 Million
Q1 2024

May 02, 2024

BUY
$61.04 - $67.42 $53,654 - $59,262
879 Added 2.05%
43,726 $2.93 Million
Q4 2023

Feb 05, 2024

BUY
$62.04 - $68.55 $25,622 - $28,311
413 Added 0.97%
42,847 $2.82 Million
Q3 2023

Nov 07, 2023

BUY
$58.53 - $65.82 $894,396 - $1.01 Million
15,281 Added 56.28%
42,434 $2.73 Million
Q2 2023

Aug 08, 2023

BUY
$56.0 - $62.07 $22,904 - $25,386
409 Added 1.53%
27,153 $1.64 Million
Q1 2023

May 12, 2023

BUY
$53.95 - $62.58 $165,087 - $191,494
3,060 Added 12.92%
26,744 $1.54 Million
Q4 2022

Jan 31, 2023

BUY
$50.18 - $58.47 $508,674 - $592,710
10,137 Added 74.83%
23,684 $1.35 Million
Q3 2022

Nov 14, 2022

BUY
$22.42 - $55.66 $17,801 - $44,194
794 Added 6.23%
13,547 $674,000
Q2 2022

Aug 12, 2022

BUY
$24.75 - $30.77 $88,827 - $110,433
3,589 Added 39.16%
12,753 $667,000
Q1 2022

May 26, 2022

BUY
$22.42 - $27.83 $205,456 - $255,034
9,164 New
9,164 $250,000

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 $237B
  • 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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