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 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
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
7New |
$418 - $511
|
7
$530
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
211+ 4.66% |
$12.6K - $15.4K
|
4.74K
$359K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
95New |
$5.68K - $6.94K
|
95
$7.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-15K- 21.1% |
$896K - $1.1M
|
56.1K
$4.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Fractal Investments LLC
|
BUY
|
- |
7.5KNew |
$448K - $548K
|
7.5K
$568K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.81K- 38.65% |
$527K - $644K
|
14K
$1.06M
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.89K+ 30.79% |
$119K - $139K
|
8.05K
$609K
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.14KNew |
$134K - $157K
|
2.14K
$162K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
209New |
$13.1K - $15.3K
|
209
$15.8K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
125New |
$7.86K - $9.16K
|
125
$9.47K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
112New |
$7.04K - $8.21K
|
112
$8.49K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-750- 6.96% |
$47.1K - $55K
|
10K
$760K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
18New |
$1.13K - $1.32K
|
18
$1.36K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$129K - $150K
|
2.05K
$155K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28New |
$1.76K - $2.05K
|
28
$2.12K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
58New |
$3.64K - $4.25K
|
58
$4.39K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-950- 6.49% |
$59.7K - $69.6K
|
13.7K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-100Closed |
$6.28K - $7.33K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.36K+ 10.86% |
$337K - $393K
|
54.7K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
137KNew |
$8.58M - $10M
|
137K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$628K - $733K
|
10K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.91K+ 10.96% |
$434K - $506K
|
69.9K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3KNew |
$188K - $220K
|
3K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-546- 61.14% |
$34.3K - $40K
|
347
$26.3K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
12.4KNew |
$781K - $911K
|
12.4K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-410- 2.92% |
$25.8K - $30K
|
13.6K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
44.1K+ 23.74% |
$2.77M - $3.23M
|
230K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
65+ 0.77% |
$4.08K - $4.76K
|
8.48K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
20.2KNew |
$1.27M - $1.48M
|
20.2K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-26- 0.24% |
$1.63K - $1.91K
|
10.7K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-63.6K- 93.08% |
$4M - $4.66M
|
4.72K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
99.1KNew |
$6.23M - $7.27M
|
99.1K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-395K- 17.5% |
$24.8M - $28.9M
|
1.86M
$141M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-552K- 99.32% |
$34.7M - $40.5M
|
3.77K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
CALL |
1MNew |
$62.8M - $73.3M
|
1M
$75.8M
|
|