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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-235- 7.64% |
$16.4K - $17.4K
|
2.84K
$215K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-300- 5.95% |
$20.9K - $22.2K
|
4.75K
$360K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
460+ 5.22% |
$32.1K - $34K
|
9.27K
$702K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-240- 4.55% |
$16.8K - $17.7K
|
5.04K
$382K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-776- 6.97% |
$54.2K - $57.4K
|
10.4K
$785K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-229- 1.58% |
$16K - $16.9K
|
14.3K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
424+ 152.52% |
$29.6K - $31.3K
|
702
$53.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.57K- 28.02% |
$179K - $190K
|
6.59K
$499K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-147- 3.53% |
$10.3K - $10.9K
|
4.02K
$304K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-41- 0.86% |
$2.86K - $3.03K
|
4.75K
$360K
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-139- 4.66% |
$9.7K - $10.3K
|
2.84K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1- 0.01% |
$69.8 - $73.9
|
8.46K
$641K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.3K+ 6.97% |
$90.8K - $96.2K
|
20K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.2K- 1.46% |
$83.8K - $88.7K
|
80.8K
$6.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
41+ 164.0% |
$2.86K - $3.03K
|
66
$5K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-347- 1.71% |
$24.2K - $25.7K
|
19.9K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.22% |
$69.8 - $73.9
|
46
$3.48K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.96K+ 9.98% |
$137K - $145K
|
21.6K
$1.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.08K- 1.56% |
$75.1K - $79.5K
|
67.9K
$5.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
24+ 26.67% |
$1.68K - $1.77K
|
114
$8.64K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
60+ 1.25% |
$4.19K - $4.44K
|
4.86K
$368K
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 7.2% |
$170K - $180K
|
31.5K
$2.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
159New |
$11.1K - $11.8K
|
159
$12K
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
58+ 0.08% |
$4.05K - $4.29K
|
73.6K
$5.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
942+ 196.25% |
$65.8K - $69.6K
|
1.42K
$108K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-67- 0.38% |
$4.68K - $4.95K
|
17.6K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-400- 6.11% |
$27.9K - $29.6K
|
6.15K
$466K
|
|
|
Oct 20, 2025
Q3 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
12.8K+ 12.25% |
$893K - $946K
|
117K
$8.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.92KNew |
$204K - $216K
|
2.92K
$221K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-869- 2.93% |
$60.7K - $64.2K
|
28.8K
$2.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-133- 0.94% |
$9.29K - $9.83K
|
14K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7.83K- 3.22% |
$546K - $579K
|
235K
$17.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 2.26% |
$698 - $739
|
433
$32.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
15.4K+ 57.31% |
$1.08M - $1.14M
|
42.3K
$3.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
895+ 2.98% |
$62.5K - $66.2K
|
30.9K
$2.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-400- 5.49% |
$27.9K - $29.6K
|
6.88K
$522K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-182- 4.03% |
$12.7K - $13.5K
|
4.34K
$328K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-633- 6.68% |
$44.2K - $46.8K
|
8.85K
$670K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
60+ 3.22% |
$4.19K - $4.44K
|
1.93K
$146K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
8.24KNew |
$575K - $609K
|
8.24K
$624K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.14K+ 11.78% |
$79.7K - $84.4K
|
10.8K
$820K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-4- 0.07% |
$279 - $296
|
5.38K
$407K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
65+ 1.07% |
$4.54K - $4.81K
|
6.13K
$464K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4- 0.13% |
$279 - $296
|
3.14K
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.86K+ 4.1% |
$269K - $285K
|
97.9K
$7.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-400- 7.44% |
$27.9K - $29.6K
|
4.98K
$377K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-604- 2.44% |
$42.2K - $44.7K
|
24.1K
$1.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
765+ 11.71% |
$53.4K - $56.6K
|
7.3K
$553K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
896+ 4.13% |
$62.6K - $66.2K
|
22.6K
$1.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
218+ 6.08% |
$15.2K - $16.1K
|
3.8K
$288K
|
|