SHELL PLC

Ticker: SHEL CUSIP: 780259305 Class: SPON ADS

EXENCIAL WEALTH ADVISORS, LLC's Holding History (CIK: 0001576151)

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

Q4 2025
Shares 65,659 Value ($000) $4,825 Avg Close Range
Q3 2025
Shares 64,186 Value ($000) $4,591 Avg Close Range
Q2 2025
Shares 59,921 Value ($000) $4,219 Avg Close Range
Q1 2025
Shares 60,168 Value ($000) $4,409 Avg Close Range
Q4 2024
Shares 58,726 Value ($000) $3,679 Avg Close Range
Q3 2024
Shares 59,236 Value ($000) $3,907 Avg Close Range
Q2 2024
Shares 59,039 Value ($000) $4,261 Avg Close Range
Q1 2024
Shares 62,721 Value ($000) $4,205 Avg Close Range
Q4 2023
Shares 62,006 Value ($000) $4,080 Avg Close Range
Q3 2023
Shares 68,944 Value ($000) $4,439 Avg Close Range
Q2 2023
Shares 73,563 Value ($000) $4,442 Avg Close Range
Q1 2023
Shares 75,163 Value ($000) $4,325 Avg Close Range
Q4 2022
Shares 90,708 Value ($000) $5,166 Avg Close Range
Q3 2022
Shares 94,590 Value ($000) $4,707 Avg Close Range
Q2 2022
Shares 140,386 Value ($000) $7,341 Avg Close Range
Q1 2022
Shares 135,870 Value ($000) $7,463 Avg Close Range