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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 68.9% |
$125K - $153K
|
5.13K
$388K
|
|
|
Jul 24, 2025
Q2 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
6K+ 120.0% |
$359K - $438K
|
11K
$833K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-218- 5.22% |
$13K - $15.9K
|
3.96K
$300K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-347- 10.31% |
$20.7K - $25.3K
|
3.02K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-104- 2.84% |
$6.21K - $7.6K
|
3.56K
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-150- 93.75% |
$8.96K - $11K
|
10
$758
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-437- 65.91% |
$26.1K - $31.9K
|
226
$17.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-210- 6.07% |
$12.5K - $15.3K
|
3.25K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.27% |
$59.8 - $73.1
|
45
$3.41K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
8.45KNew |
$505K - $617K
|
8.45K
$640K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
23+ 0.46% |
$1.37K - $1.68K
|
5.02K
$380K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-86- 1.16% |
$5.14K - $6.28K
|
7.3K
$553K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.88K+ 68.53% |
$172K - $210K
|
7.07K
$536K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-594- 7.71% |
$35.5K - $43.4K
|
7.11K
$539K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-844- 26.02% |
$50.4K - $61.7K
|
2.4K
$182K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
442New |
$26.4K - $32.3K
|
442
$33.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
120+ 1.62% |
$7.17K - $8.77K
|
7.52K
$570K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.9KNew |
$173K - $212K
|
2.9K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.94K- 9.08% |
$116K - $142K
|
19.4K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.66KNew |
$218K - $267K
|
3.66K
$277K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42+ 15.38% |
$2.51K - $3.07K
|
315
$23.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.01KNew |
$180K - $220K
|
3.01K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.01KNew |
$240K - $293K
|
4.01K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3+ 0.1% |
$179 - $219
|
3.03K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
50+ 0.76% |
$2.99K - $3.65K
|
6.59K
$499K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-20- 0.61% |
$1.2K - $1.46K
|
3.28K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-862- 9.5% |
$51.5K - $63K
|
8.21K
$622K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-21- 0.28% |
$1.25K - $1.53K
|
7.48K
$567K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-81- 61.83% |
$4.84K - $5.92K
|
50
$3.79K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
380+ 9.76% |
$22.7K - $27.8K
|
4.27K
$324K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
6.54KNew |
$391K - $478K
|
6.54K
$496K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3+ 0.08% |
$179 - $219
|
3.73K
$282K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-538- 6.93% |
$32.1K - $39.3K
|
7.23K
$548K
|
|
|
Jul 14, 2025
Q2 2025
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-525- 6.15% |
$31.4K - $38.4K
|
8.02K
$607K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
7+ 0.11% |
$418 - $511
|
6.49K
$492K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 0.43% |
$418 - $511
|
1.65K
$125K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
18+ 1.25% |
$1.08K - $1.31K
|
1.45K
$110K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-40- 8.16% |
$2.39K - $2.92K
|
450
$34.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
200+ 1.28% |
$12K - $14.6K
|
15.8K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 0.27% |
$120 - $146
|
726
$55K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.2KNew |
$71.7K - $87.7K
|
1.2K
$90.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1K- 29.11% |
$59.8K - $73.1K
|
2.44K
$185K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
414New |
$24.7K - $30.2K
|
414
$31.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
200New |
$12K - $14.6K
|
200
$15.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-126- 34.81% |
$7.53K - $9.2K
|
236
$17.9K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
3.69KNew |
$221K - $270K
|
3.69K
$280K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
36KNew |
$2.15M - $2.63M
|
36K
$2.73M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-36- 0.8% |
$2.15K - $2.63K
|
4.44K
$337K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-210- 6.62% |
$12.5K - $15.3K
|
2.96K
$224K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 1.51% |
$59.8K - $73.1K
|
65.1K
$4.93M
|
|