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 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
186+ 4.08% |
$13.3K - $14.3K
|
4.75K
$360K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
69+ 0.43% |
$4.92K - $5.31K
|
16.2K
$1.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-103- 0.6% |
$7.35K - $7.93K
|
17K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
175+ 0.77% |
$12.5K - $13.5K
|
22.9K
$1.74M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-29- 9.29% |
$2.07K - $2.23K
|
283
$21.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9- 1.83% |
$642 - $693
|
484
$36.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
325+ 5.1% |
$23.2K - $25K
|
6.69K
$507K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-780- 6.03% |
$55.7K - $60.1K
|
12.1K
$920K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.37KNew |
$240K - $259K
|
3.37K
$255K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
317+ 8.45% |
$22.6K - $24.4K
|
4.07K
$308K
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-10.9K- 12.97% |
$778K - $839K
|
73.2K
$5.54M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-250- 2.41% |
$17.8K - $19.3K
|
10.1K
$766K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.79KNew |
$270K - $291K
|
3.79K
$287K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
500+ 7.7% |
$35.7K - $38.5K
|
6.99K
$530K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
21+ 0.25% |
$1.5K - $1.62K
|
8.54K
$647K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
590+ 13.85% |
$42.1K - $45.4K
|
4.85K
$368K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
22+ 0.49% |
$1.57K - $1.69K
|
4.5K
$341K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4+ 0.38% |
$285 - $308
|
1.06K
$80.5K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
129New |
$9.21K - $9.93K
|
129
$9.77K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
14.9KNew |
$1.06M - $1.15M
|
14.9K
$1.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.85K- 2.73% |
$132K - $142K
|
65.7K
$4.98M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-59- 0.25% |
$4.21K - $4.54K
|
23.4K
$1.77M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.89KNew |
$135K - $145K
|
1.89K
$143K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-20- 10.81% |
$1.43K - $1.54K
|
165
$12.5K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
44+ 0.49% |
$3.14K - $3.39K
|
9.07K
$687K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
469+ 4.64% |
$33.5K - $36.1K
|
10.6K
$802K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.24K- 2.35% |
$226K - $240K
|
135K
$10.2M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-399- 7.11% |
$27.9K - $29.5K
|
5.21K
$395K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
60+ 40.0% |
$4.19K - $4.44K
|
210
$15.9K
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
177+ 1.66% |
$12.4K - $13.1K
|
10.8K
$821K
|
|
|
Dec 18, 2025
Q3 2025
|
Wgi Dm, LLC
Boston, MA |
BUY
|
- |
773K+ 21.31% |
$54M - $57.1M
|
4.4M
$333M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-1.19K- 3.1% |
$82.7K - $87.6K
|
37K
$2.81M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6- 0.09% |
$419 - $444
|
6.74K
$510K
|
|
|
Dec 15, 2025
Q3 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-3.99K- 13.02% |
$279K - $295K
|
26.6K
$2.02M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-5.82KClosed |
$406K - $430K
|
0
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-241- 1.67% |
$16.8K - $17.8K
|
14.2K
$1.07M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
962+ 2.5% |
$67.2K - $71.1K
|
39.5K
$2.99M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-700- 14.19% |
$48.9K - $51.8K
|
4.23K
$321K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
7.11KNew |
$496K - $525K
|
7.11K
$538K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
134New |
$9.36K - $9.91K
|
134
$10.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-21- 22.83% |
$1.47K - $1.55K
|
71
$5.38K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
54.6K+ 5.65% |
$3.82M - $4.04M
|
1.02M
$77.4M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
44+ 4.74% |
$3.07K - $3.25K
|
972
$73.6K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.17K- 20.75% |
$501K - $530K
|
27.4K
$2.07M
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
981+ 18.57% |
$68.5K - $72.5K
|
6.26K
$474K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
11New |
$768 - $813
|
11
$833
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
8.24K+ 18.05% |
$576K - $609K
|
53.9K
$4.08M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.89K+ 14.5% |
$132K - $140K
|
14.9K
$1.13M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.42K+ 1.03% |
$98.8K - $105K
|
139K
$10.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
388+ 2.68% |
$27.1K - $28.7K
|
14.9K
$1.13M
|
|