A detailed history of Kovitz Investment Group Partners, LLC transactions in Shell PLC stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 15,376 shares of SHEL stock, worth $1.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,376
Previous 28,940 46.87%
Holding current value
$1.16 Million
Previous $2.04 Million 46.05%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 10, 2025

SELL
$69.82 - $73.93 $947,038 - $1 Million
-13,564 Reduced 46.87%
15,376 $1.1 Million
Q2 2025

Aug 14, 2025

BUY
$59.75 - $73.05 $514,806 - $629,398
8,616 Added 42.39%
28,940 $2.04 Million
Q1 2025

May 13, 2025

BUY
$62.84 - $73.29 $895,344 - $1.04 Million
14,248 Added 234.5%
20,324 $1.49 Million
Q4 2024

Aug 25, 2025

SELL
$60.63 - $70.23 $1.2 Million - $1.39 Million
-19,722 Reduced 68.15%
9,218 $578,000
Q4 2024

Feb 14, 2025

SELL
$60.63 - $70.23 $481,341 - $557,555
-7,939 Reduced 56.65%
6,076 $381,000
Q3 2024

Nov 14, 2024

SELL
$65.65 - $73.28 $9,650 - $10,772
-147 Reduced 1.04%
14,015 $924,000
Q2 2024

Aug 14, 2024

BUY
$67.92 - $74.17 $133,462 - $145,744
1,965 Added 16.11%
14,162 $1.02 Million
Q1 2024

May 14, 2024

BUY
$61.04 - $67.42 $744,504 - $822,321
12,197 New
12,197 $817,000
Q1 2023

May 11, 2023

BUY
$53.95 - $62.58 $237,326 - $275,289
4,399 New
4,399 $253,000

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 $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
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