SHELL PLC

Ticker: SHEL CUSIP: 780259305 Class: SPON ADS

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 30,956 Value ($000) $2,275 Avg Close Range
Q2 2025
Shares 24,425 Value ($000) $1,720 Avg Close Range
Q1 2025
Shares 21,673 Value ($000) $1,588 Avg Close Range
Q4 2024
Shares 13,956 Value ($000) $874 Avg Close Range
Q3 2024
Shares 16,713 Value ($000) $1,102 Avg Close Range
Q2 2024
Shares 13,626 Value ($000) $984 Avg Close Range
Q1 2024
Shares 14,940 Value ($000) $1,002 Avg Close Range
Q4 2023
Shares 11,946 Value ($000) $786 Avg Close Range
Q3 2023
Shares 14,096 Value ($000) $908 Avg Close Range
Q2 2023
Shares 6,673 Value ($000) $690 Avg Close Range
Q1 2023
Shares 115,000 Value ($000) $0 Avg Close Range
Q4 2022
Shares 10,895 Value ($000) $620 Avg Close Range
Q3 2022
Shares 12,355 Value ($000) $615 Avg Close Range
Q2 2022
Shares 13,531 Value ($000) $708 Avg Close Range
Q1 2022
Shares 18,515 Value ($000) $1,017 Avg Close Range