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 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-420- 2.82% |
$29.3K - $31.1K
|
14.5K
$1.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13- 0.18% |
$908 - $961
|
7.12K
$539K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-9.17K- 25.32% |
$640K - $678K
|
27K
$2.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.35K- 4.86% |
$234K - $247K
|
65.5K
$4.97M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-834- 10.52% |
$58.2K - $61.7K
|
7.1K
$538K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-135- 6.17% |
$9.43K - $9.98K
|
2.05K
$155K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 0.98% |
$1.75K - $1.85K
|
2.51K
$190K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3- 0.1% |
$209 - $222
|
2.92K
$221K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
211+ 4.65% |
$14.7K - $15.6K
|
4.74K
$359K
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
BUY
|
- |
1.84K+ 1.28% |
$128K - $136K
|
145K
$11M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-205- 6.17% |
$14.3K - $15.2K
|
3.12K
$236K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.86K- 13.1% |
$130K - $137K
|
12.3K
$932K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
22+ 0.26% |
$1.54K - $1.63K
|
8.42K
$638K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-24.9K- 14.59% |
$1.74M - $1.84M
|
146K
$11.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-228- 1.11% |
$15.9K - $16.9K
|
20.3K
$1.54M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-78- 1.57% |
$5.45K - $5.77K
|
4.88K
$370K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-996- 12.99% |
$69.5K - $73.6K
|
6.67K
$506K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.05KNew |
$73.1K - $77.4K
|
1.05K
$79.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.44K+ 8.93% |
$240K - $254K
|
41.9K
$3.17M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-460- 5.92% |
$32.1K - $34K
|
7.31K
$553K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-808- 3.97% |
$56.4K - $59.7K
|
19.6K
$1.48M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-1.46K- 4.41% |
$102K - $108K
|
31.6K
$2.39M
|
|
| Q2 2025 | |||||||
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
58+ 362.5% |
$3.47K - $4.24K
|
74
$5.61K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-290K- 7.49% |
$17.3M - $21.2M
|
3.58M
$272M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.25K+ 12.39% |
$74.4K - $90.9K
|
11.3K
$856K
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.87KNew |
$291K - $356K
|
4.87K
$369K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-10.4K- 75.37% |
$620K - $758K
|
3.39K
$257K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
9New |
$538 - $657
|
9
$682
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-31.6K- 91.63% |
$1.89M - $2.31M
|
2.88K
$218K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200- 3.92% |
$12K - $14.6K
|
4.9K
$371K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23New |
$1.37K - $1.68K
|
23
$1.74K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
110New |
$6.57K - $8.04K
|
110
$8.33K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
200New |
$12K - $14.6K
|
200
$15.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-25K- 33.33% |
$1.49M - $1.83M
|
50K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-596- 6.03% |
$35.6K - $43.5K
|
9.28K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
95.4KNew |
$5.7M - $6.97M
|
95.4K
$7.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
3.98KNew |
$238K - $291K
|
3.98K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
13.1K+ 43.37% |
$785K - $959K
|
43.4K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
85K+ 566.67% |
$5.08M - $6.21M
|
100K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Orion Investment CO
St. Louis, MO |
SELL
|
- |
-4- 0.05% |
$239 - $292
|
7.99K
$605K
|
|
|
Aug 14, 2025
Q2 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
- |
36KNew |
$2.15M - $2.63M
|
36K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
5KNew |
$299K - $365K
|
5K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.75K+ 12.7% |
$164K - $201K
|
24.4K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
57+ 4.47% |
$3.41K - $4.16K
|
1.33K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
CALL |
10KNew |
$598K - $731K
|
10K
$758K
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
PUT |
-5.5K- 16.77% |
$329K - $402K
|
27.3K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.7KNew |
$997K - $1.22M
|
16.7K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
2.76K+ 15.41% |
$165K - $202K
|
20.7K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.81K- 98.58% |
$108K - $132K
|
26
$1.97K
|
|
|
Aug 14, 2025
Q2 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-19.2K- 33.8% |
$1.15M - $1.41M
|
37.7K
$2.86M
|
|