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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-250- 34.39% |
$17.5K - $18.5K
|
477
$36.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
4+ 0.14% |
$279 - $296
|
2.97K
$225K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.25K+ 10.19% |
$87.2K - $92.3K
|
13.5K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-59- 1.85% |
$4.12K - $4.36K
|
3.14K
$238K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-481- 5.74% |
$33.6K - $35.6K
|
7.9K
$598K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
1.5K+ 33.33% |
$105K - $111K
|
6K
$455K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-55- 0.93% |
$3.84K - $4.07K
|
5.89K
$446K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.23% |
$349 - $370
|
2.15K
$163K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4+ 0.37% |
$279 - $296
|
1.1K
$83.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
BUY
|
- |
42+ 1.24% |
$2.93K - $3.11K
|
3.44K
$261K
|
|
|
Nov 03, 2025
Q3 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
5.1KNew |
$356K - $377K
|
5.1K
$386K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
6.61K+ 1.86% |
$462K - $489K
|
362K
$27.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
153+ 2.43% |
$10.7K - $11.3K
|
6.46K
$489K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3K+ 3.33% |
$210K - $222K
|
93.2K
$7.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
3.56K+ 18.33% |
$248K - $263K
|
23K
$1.74M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-7- 4.05% |
$489 - $518
|
166
$12.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
116+ 3.64% |
$8.1K - $8.58K
|
3.3K
$250K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
32.2K+ 25.74% |
$2.25M - $2.38M
|
158K
$11.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.56K- 28.11% |
$109K - $115K
|
3.98K
$302K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-859- 12.71% |
$60K - $63.5K
|
5.9K
$447K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-624- 2.85% |
$43.6K - $46.1K
|
21.3K
$1.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.18K- 3.56% |
$82K - $86.9K
|
31.8K
$2.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
108+ 15.67% |
$7.54K - $7.98K
|
797
$60.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
932+ 6.11% |
$65.1K - $68.9K
|
16.2K
$1.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
17K+ 41.8% |
$1.19M - $1.26M
|
57.8K
$4.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-111- 3.21% |
$7.75K - $8.21K
|
3.35K
$254K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
109+ 3.35% |
$7.61K - $8.06K
|
3.37K
$255K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.84K- 11.03% |
$338K - $358K
|
39.1K
$2.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-40- 0.38% |
$2.79K - $2.96K
|
10.5K
$798K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.7K+ 5.91% |
$538K - $570K
|
138K
$10.5M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.1K- 21.62% |
$216K - $229K
|
11.2K
$851K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-14- 0.11% |
$977 - $1.04K
|
13.3K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-54- 0.97% |
$3.77K - $3.99K
|
5.52K
$418K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
539+ 12.36% |
$37.6K - $39.8K
|
4.9K
$371K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
121+ 3.63% |
$8.45K - $8.95K
|
3.46K
$262K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-5.59K- 1.4% |
$390K - $413K
|
394K
$29.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.2K- 10.02% |
$154K - $163K
|
19.8K
$1.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.83KNew |
$198K - $209K
|
2.83K
$215K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-99- 3.35% |
$6.91K - $7.32K
|
2.85K
$216K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-767- 3.21% |
$53.6K - $56.7K
|
23.2K
$1.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
223+ 5.39% |
$15.6K - $16.5K
|
4.36K
$330K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.08K- 9.73% |
$75.3K - $79.8K
|
10K
$759K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.45K- 12.65% |
$101K - $107K
|
10K
$758K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.91K- 1.46% |
$273K - $289K
|
264K
$20M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 5.87% |
$1.61K - $1.7K
|
415
$31.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.71K- 27.22% |
$259K - $274K
|
9.92K
$752K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 0.05% |
$279 - $296
|
7.93K
$601K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.26KNew |
$227K - $241K
|
3.26K
$247K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-40- 51.28% |
$2.79K - $2.96K
|
38
$2.88K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
537+ 13.75% |
$37.5K - $39.7K
|
4.44K
$337K
|
|