Latest Institutional Purchases of Shell PLC (SHEL)
This list provides information on the latest institutional transactions involving Shell PLC (SHEL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
500New |
$31.4K - $36.6K
|
500
$37.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
500+ 13.77% |
$31.4K - $36.6K
|
4.13K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
438+ 133.13% |
$27.5K - $32.1K
|
767
$58.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
365+ 11.41% |
$22.9K - $26.8K
|
3.57K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
341New |
$21.4K - $25K
|
341
$25.8K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
335New |
$21.1K - $24.6K
|
335
$25.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
273+ 11.17% |
$17.2K - $20K
|
2.72K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
255New |
$16K - $18.7K
|
255
$19.3K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
247+ 7.11% |
$15.5K - $18.1K
|
3.72K
$282K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
224+ 2.47% |
$14.1K - $16.4K
|
9.28K
$703K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
209New |
$13.1K - $15.3K
|
209
$15.8K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
201New |
$12.6K - $14.7K
|
201
$15.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
194New |
$12.2K - $14.2K
|
194
$14.7K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
182New |
$11.4K - $13.3K
|
182
$13.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
165New |
$10.4K - $12.1K
|
165
$12.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
152+ 0.45% |
$9.55K - $11.1K
|
34.2K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
143New |
$8.99K - $10.5K
|
143
$10.8K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
125New |
$7.86K - $9.16K
|
125
$9.47K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
122New |
$7.67K - $8.94K
|
122
$9.24K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
112New |
$7.04K - $8.21K
|
112
$8.49K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
102+ 3.09% |
$6.41K - $7.48K
|
3.4K
$258K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
100New |
$6.28K - $7.33K
|
100
$7.58K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100New |
$6.28K - $7.33K
|
100
$7.58K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
83New |
$5.22K - $6.08K
|
83
$6.29K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
82+ 1.84% |
$5.15K - $6.01K
|
4.54K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
65+ 0.77% |
$4.08K - $4.76K
|
8.48K
$643K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
58New |
$3.64K - $4.25K
|
58
$4.39K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
57New |
$3.58K - $4.18K
|
57
$4.32K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
52+ 1.28% |
$3.27K - $3.81K
|
4.1K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
51New |
$3.2K - $3.74K
|
51
$3.86K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
50New |
$3.14K - $3.66K
|
50
$3.79K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32+ 0.68% |
$2.01K - $2.35K
|
4.71K
$357K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
30New |
$1.89K - $2.2K
|
30
$2.27K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28New |
$1.76K - $2.05K
|
28
$2.12K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
21+ 0.53% |
$1.32K - $1.54K
|
3.95K
$299K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
18New |
$1.13K - $1.32K
|
18
$1.36K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
18New |
$1.13K - $1.32K
|
18
$1.36K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
16+ 0.24% |
$1.01K - $1.17K
|
6.75K
$511K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$566 - $660
|
9
$682
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
5New |
$314 - $366
|
5
$379
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
4+ 0.03% |
$251 - $293
|
12.7K
$961K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.17% |
$62.8 - $73.3
|
582
$44.1K
|
|
| Q4 2024 | |||||||
|
Dec 18, 2025
Q4 2024
|
Westwood Global Investments, LLC
Boston, MA |
BUY
|
- |
3.05MNew |
$185M - $214M
|
3.05M
$231M
|
|
|
Feb 14, 2025
Q4 2024
|
Lloyd Harbor Capital Management, LLC
Cold Spring Harbor, NY |
BUY
|
- |
320KNew |
$19.4M - $22.5M
|
320K
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
167KNew |
$10.1M - $11.7M
|
167K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100KNew |
$6.06M - $7.02M
|
100K
$7.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
47KNew |
$2.85M - $3.3M
|
47K
$3.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
46.9KNew |
$2.84M - $3.29M
|
46.9K
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
26.3KNew |
$1.59M - $1.85M
|
26.3K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10.7KNew |
$646K - $748K
|
10.7K
$807K
|
|