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Catalytic Wealth RIA LLC Makes New $524,000 Investment in Shell plc (NYSE:SHEL)

Catalytic Wealth RIA LLC acquired a new position in shares of Shell plc (NYSE:SHEL – Free Report) in the fourth quarter, Holdings Channel reports. The fund acquired 7,957 shares of the energy company’s stock, valued at approximately $524,000. Other hedge funds also recently added to or reduced their stakes in the company. Founders Capital Management […]
United States Holdings Channel Roberts Wealth Advisors Wells Fargo Company Wadegw Inc Energy Solutions

3,546 Shares in Shell plc (NYSE:SHEL) Bought by WorthPointe LLC

WorthPointe LLC acquired a new position in Shell plc (NYSE:SHEL – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm acquired 3,546 shares of the energy company’s stock, valued at approximately $233,000. A number of other institutional investors have also modified their holdings of the company. […]
United States Valley National Advisers Inc Wells Fargo Company Energy Solutions Provence Wealth Management Group Visionpoint Advisory Group

Congress Wealth Management LLC DE Buys Shares of 5,444 Shell plc (NYSE:SHEL)

Congress Wealth Management LLC DE bought a new stake in shares of Shell plc (NYSE:SHEL – Free Report) during the fourth quarter, HoldingsChannel reports. The fund bought 5,444 shares of the energy company’s stock, valued at approximately $358,000. Other large investors have also recently bought and sold shares of the company. FMR LLC boosted its […]
New Zealand General New Zealand United States Fisher Asset Management Morgan Stanley Franklin Resources Inc

343,895 Shares in Shell plc (NYSE:SHEL) Bought by Cantor Fitzgerald Investment Advisors L.P.

Cantor Fitzgerald Investment Advisors L.P. purchased a new position in Shell plc (NYSE:SHEL – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 343,895 shares of the energy company’s stock, valued at approximately $22,628,000. Shell makes up approximately 1.7% of […]
United States New Zealand General New Zealand Wells Fargo Company Energy Solutions Mawer Investment Management Ltd

Cantor Fitzgerald Investment Advisors L.P. Buys Shares of 343,895 Shell plc (NYSE:SHEL)

Cantor Fitzgerald Investment Advisors L.P. acquired a new stake in Shell plc (NYSE:SHEL – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 343,895 shares of the energy company’s stock, valued at approximately $22,628,000. Shell makes up about 1.7% of Cantor Fitzgerald […]
United States Congress Wealth Management Exchange Commission Team Hewins Johnson Financial Group Inc Eagle Global Advisors
Source: wkrb13.com

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Sepio Capital LP Has $295,000 Position in Shell plc (NYSE:SHEL)

Sepio Capital LP grew its position in Shell plc (NYSE:SHEL – Free Report) by 11.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,490 shares of the energy company’s stock after purchasing an additional 445 shares during the quarter. Sepio Capital […]
United Kingdom United States Congress Wealth Management Cambridge Investment Research Advisors Inc Securities Exchange Commission Energy Solutions

Linscomb & Williams Inc. Cuts Stock Position in Shell plc (NYSE:SHEL)

Linscomb & Williams Inc. decreased its holdings in shares of Shell plc (NYSE:SHEL – Free Report) by 6.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,104 shares of the energy company’s stock after selling 300 shares during the quarter. […]
United States Shell Company Profile Valley National Advisers Inc Rise Advisors Wells Fargo Company Visionpoint Advisory Group
Source: wkrb13.com

Linscomb & Williams Inc. Decreases Stock Position in Shell plc (NYSE:SHEL)

Linscomb & Williams Inc. lowered its position in Shell plc (NYSE:SHEL – Free Report) by 6.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 4,104 shares of the energy company’s stock after selling 300 shares during the quarter. Linscomb & Williams Inc.’s holdings in […]
United States Mirae Asset Global Investments Co Energy Solutions Wells Fargo Company Linscomb Williams Inc Westwood Global Investments

Corient Private Wealth LLC Purchases 14,481 Shares of Shell plc (NYSE:SHEL)

Corient Private Wealth LLC increased its holdings in Shell plc (NYSE:SHEL – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 603,596 shares of the energy company’s stock after buying an additional 14,481 shares during the quarter. Corient […]
United States Exchange Commission Energy Solutions Wells Fargo Company Mirae Asset Global Investments Co Westwood Global Investments

FineMark National Bank & Trust Sells 1,119 Shares of Shell plc (NYSE:SHEL)

FineMark National Bank & Trust lessened its stake in shares of Shell plc (NYSE:SHEL – Free Report) by 0.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 183,524 shares of the energy company’s stock after selling 1,119 shares during the period. FineMark National Bank & Trust’s holdings in Shell were worth $12,076,000 as […]
New Zealand General New Zealand United States Energy Solutions Holdings Channel Morgan Stanley

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