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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.47K+ 41.81% |
$147K - $180K
|
8.37K
$634K
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
187+ 6.35% |
$11.2K - $13.7K
|
3.13K
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-5- 0.03% |
$299 - $365
|
19.4K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
775+ 13.23% |
$46.3K - $56.6K
|
6.64K
$503K
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-445- 12.23% |
$26.6K - $32.5K
|
3.19K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
413+ 47.47% |
$24.7K - $30.2K
|
1.28K
$97.2K
|
|
|
Aug 05, 2025
Q2 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
65K+ 29.41% |
$3.88M - $4.75M
|
286K
$21.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
116+ 43.28% |
$6.93K - $8.47K
|
384
$29.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-330- 1.06% |
$19.7K - $24.1K
|
30.9K
$2.34M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-494- 4.57% |
$29.5K - $36.1K
|
10.3K
$781K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-8.41K- 26.22% |
$502K - $614K
|
23.7K
$1.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.95KNew |
$176K - $215K
|
2.95K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-65- 13.98% |
$3.88K - $4.75K
|
400
$30.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-7.5K- 9.3% |
$448K - $548K
|
73.1K
$5.54M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
250+ 22.14% |
$14.9K - $18.3K
|
1.38K
$104K
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
3.23KNew |
$193K - $236K
|
3.23K
$245K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-20- 0.29% |
$1.2K - $1.46K
|
6.89K
$522K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
89+ 2.62% |
$5.32K - $6.5K
|
3.49K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-139- 0.72% |
$8.31K - $10.2K
|
19.1K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
12.7K+ 22.62% |
$759K - $928K
|
68.8K
$5.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
103+ 2.58% |
$6.15K - $7.52K
|
4.1K
$311K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
3.36K+ 10.88% |
$201K - $246K
|
34.3K
$2.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.64K+ 21.57% |
$337K - $412K
|
31.8K
$2.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
229New |
$13.7K - $16.7K
|
229
$17.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
402New |
$24K - $29.4K
|
402
$30.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-334- 9.73% |
$20K - $24.4K
|
3.1K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$29.9K - $36.5K
|
500
$37.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.14KNew |
$68.2K - $83.4K
|
1.14K
$86.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
130+ 12.23% |
$7.77K - $9.5K
|
1.19K
$90.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-322- 9.84% |
$19.2K - $23.5K
|
2.95K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.13K- 19.41% |
$67.6K - $82.6K
|
4.7K
$356K
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
100+ 0.91% |
$5.98K - $7.31K
|
11.1K
$841K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-28- 0.44% |
$1.67K - $2.05K
|
6.32K
$479K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.44K+ 89.49% |
$146K - $179K
|
5.18K
$392K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.8K- 39.47% |
$287K - $351K
|
7.36K
$558K
|
|
|
Jul 28, 2025
Q2 2025
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
63.9KNew |
$3.82M - $4.67M
|
63.9K
$4.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.4K- 9.73% |
$83.9K - $103K
|
13K
$986K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-427- 99.77% |
$25.5K - $31.2K
|
1
$75.8
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-400- 8.74% |
$23.9K - $29.2K
|
4.18K
$316K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
112+ 1.26% |
$6.69K - $8.18K
|
9.03K
$684K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
500+ 10.18% |
$29.9K - $36.5K
|
5.41K
$410K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
40+ 0.5% |
$2.39K - $2.92K
|
8.01K
$607K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
32.2KNew |
$1.92M - $2.35M
|
32.2K
$2.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-25- 0.8% |
$1.49K - $1.83K
|
3.08K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.25K- 28.96% |
$74.9K - $91.5K
|
3.07K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.6K- 51.23% |
$816K - $997K
|
13K
$985K
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-500- 5.05% |
$29.9K - $36.5K
|
9.4K
$712K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
117New |
$6.99K - $8.55K
|
117
$8.86K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
171+ 5.77% |
$10.2K - $12.5K
|
3.13K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-194- 2.76% |
$11.6K - $14.2K
|
6.84K
$518K
|
|