Latest Institutional Transactions on Shell PLC (SHEL)
This table provides information on the latest institutional transactions involving Shell PLC (SHEL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-315- 13.43% |
$22.5K - $24.3K
|
2.03K
$154K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
379+ 6.58% |
$27K - $29.2K
|
6.14K
$465K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
142New |
$10.1K - $10.9K
|
142
$10.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
453+ 4.79% |
$32.3K - $34.9K
|
9.9K
$750K
|
|
|
Jan 16, 2026
Q4 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-978- 0.19% |
$69.8K - $75.3K
|
502K
$38M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
261+ 1.16% |
$18.6K - $20.1K
|
22.8K
$1.73M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
126+ 1.73% |
$8.99K - $9.7K
|
7.43K
$563K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.75K- 2.66% |
$125K - $134K
|
63.8K
$4.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
19.1K+ 45.47% |
$1.36M - $1.47M
|
61K
$4.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.76% |
$2.78K - $3K
|
5.19K
$393K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.16K+ 40.89% |
$82.9K - $89.4K
|
4K
$303K
|
|
|
Jan 16, 2026
Q4 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-122- 0.12% |
$8.71K - $9.4K
|
104K
$7.88M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
6.61KNew |
$472K - $509K
|
6.61K
$501K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
31+ 0.99% |
$2.21K - $2.39K
|
3.17K
$240K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
231+ 4.29% |
$16.5K - $17.8K
|
5.62K
$426K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-8- 1.65% |
$571 - $616
|
477
$36.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
47.8K+ 40.79% |
$3.41M - $3.68M
|
165K
$12.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-697- 4.7% |
$49.7K - $53.7K
|
14.1K
$1.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
BUY
|
- |
9+ 0.28% |
$642 - $693
|
3.23K
$244K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 4.31% |
$88.6K - $95.6K
|
30K
$2.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-3.4K- 18.59% |
$243K - $262K
|
14.9K
$1.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
302+ 2.91% |
$21.6K - $23.3K
|
10.7K
$810K
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-60- 3.12% |
$4.28K - $4.62K
|
1.87K
$141K
|
|
|
Jan 15, 2026
Q4 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-1.78K- 1.08% |
$127K - $137K
|
163K
$12.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-156- 1.28% |
$11.1K - $12K
|
12K
$910K
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
720+ 2.19% |
$51.4K - $55.4K
|
33.6K
$2.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.25K+ 29.4% |
$89K - $96K
|
5.49K
$416K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.82K+ 26.97% |
$415K - $448K
|
27.4K
$2.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-34- 0.41% |
$2.43K - $2.62K
|
8.34K
$631K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
19New |
$1.36K - $1.46K
|
19
$1.44K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
120+ 3.69% |
$8.56K - $9.24K
|
3.37K
$255K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
29+ 1.04% |
$2.07K - $2.23K
|
2.82K
$214K
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.61K+ 14.97% |
$258K - $278K
|
27.7K
$2.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.23K- 5.32% |
$87.9K - $94.8K
|
21.9K
$1.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.2K+ 26.43% |
$798K - $861K
|
53.5K
$4.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
12+ 0.35% |
$856 - $924
|
3.45K
$261K
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
9.63KNew |
$687K - $741K
|
9.63K
$729K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.48K- 19.62% |
$391K - $422K
|
22.4K
$1.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
108+ 4.79% |
$7.71K - $8.32K
|
2.36K
$179K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
500+ 111.11% |
$35.7K - $38.5K
|
950
$72K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.16K- 83.67% |
$154K - $166K
|
421
$31.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$233K - $251K
|
3.26K
$247K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.93KNew |
$209K - $226K
|
2.93K
$222K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
118+ 0.6% |
$8.42K - $9.09K
|
19.9K
$1.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
SELL
|
- |
-21- 0.33% |
$1.5K - $1.62K
|
6.42K
$486K
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.32KNew |
$237K - $256K
|
3.32K
$251K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
4KNew |
$286K - $308K
|
4K
$303K
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
229+ 0.35% |
$16.3K - $17.6K
|
65.4K
$4.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.28K- 10.61% |
$91.5K - $98.7K
|
10.8K
$819K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
48+ 0.92% |
$3.43K - $3.7K
|
5.26K
$398K
|
|