Phillips Wealth Planners LLC Shell PLC Transaction History
Phillips Wealth Planners LLC
- $120 Billion
- Q3 2025
A detailed history of Phillips Wealth Planners LLC transactions in Shell PLC stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,541 shares of SHEL stock, worth $268,266. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,541
Previous 3,475
1.9%
Holding current value
$268,266
Previous $248 Million
6.2%
% of portfolio
0.22%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding SHEL
# of Institutions
1,612Shares Held
275MCall Options Held
10.1MPut Options Held
3.41M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa26.8MShares$2.03 Billion0.71% of portfolio
-
Dimensional Fund Advisors LP Austin, TX24.4MShares$1.85 Billion0.39% of portfolio
-
Eagle Capital Management LLC New York, NY10.2MShares$776 Million2.33% of portfolio
-
Pendal Group LTD9.69MShares$734 Million4.52% of portfolio
-
Morgan Stanley New York, NY9.5MShares$719 Million0.04% of portfolio
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;...