Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,486 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
517
shares
|
$31,764
0.0% of portfolio
|
Q1 2024
Added 5.51%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
505
shares
|
$31,027
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
503
shares
|
$30,904
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
500
shares
|
$30,720
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
495
shares
|
$30,412
0.01% of portfolio
|
Q1 2024
Reduced 32.93%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
492
shares
|
$30,228
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
485
shares
|
$29,798
0.01% of portfolio
|
Q3 2024
Added 583.1%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
470
shares
|
$28,876
0.01% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
464
shares
|
$28,508
0.01% of portfolio
|
Q3 2023
Reduced 30.12%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
450
shares
|
$27,648
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
450
shares
|
$27,648
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
449
shares
|
$27,586
0.0% of portfolio
|
Q3 2024
Reduced 28.73%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
438
shares
|
$26,910
0.0% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
428
shares
|
$26,296
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
402
shares
|
$24,698
0.01% of portfolio
|
Q2 2024
Added 21.08%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
400
shares
|
$24,576
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
400
shares
|
$24,576
0.01% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
400
shares
|
$24,576
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
394
shares
|
$24,207
0.0% of portfolio
|
Q3 2024
Reduced 44.9%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
377
shares
|
$23,162
0.0% of portfolio
|
Q3 2024
Reduced 63.5%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
368
shares
|
$22,609
0.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
365
shares
|
$22,425
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
345
shares
|
$21,196
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
344
shares
|
$21,135
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
342
shares
|
$21,012
0.01% of portfolio
|
Q3 2024
Reduced 59.67%
|