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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
140
shares
|
$8,601
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
140
shares
|
$8,601
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
139
shares
|
$8,540
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
135
shares
|
$8,294
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
135
shares
|
$8,294
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
129
shares
|
$7,925
0.0% of portfolio
|
Q2 2022
Reduced 46.03%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
128
shares
|
$7,864
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
112
shares
|
$6,881
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
112
shares
|
$6,881
0.01% of portfolio
|
Q3 2022
Reduced 0.88%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
112
shares
|
$6,881
0.0% of portfolio
|
Q3 2024
Reduced 18.25%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
102
shares
|
$6,266
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
100
shares
|
$6,144
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
100
shares
|
$6,144
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
100
shares
|
$6,144
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
100
shares
|
$6,144
0.0% of portfolio
|
Q1 2024
Reduced 72.83%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
100
shares
|
$6,144
0.01% of portfolio
|
Q3 2024
Reduced 67.21%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
96
shares
|
$5,898
0.0% of portfolio
|
Q3 2024
Reduced 70.46%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
96
shares
|
$5,898
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
91
shares
|
$5,591
0.0% of portfolio
|
Q3 2024
Reduced 99.26%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
90
shares
|
$5,529
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
83
shares
|
$5,099
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
83
shares
|
$5,099
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
77
shares
|
$4,730
0.0% of portfolio
|
Q3 2024
Added 71.11%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
72
shares
|
$4,423
0.0% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
70
shares
|
$4,300
0.0% of portfolio
|
Q3 2024
Reduced 77.42%
|