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 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-6.7K- 75.39% |
$400K - $489K
|
2.19K
$157K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-10K- 4.05% |
$599K - $732K
|
237K
$17.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
100+ 0.25% |
$5.98K - $7.31K
|
40.5K
$2.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
225+ 1.24% |
$13.4K - $16.4K
|
18.4K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.42K- 27.4% |
$205K - $250K
|
9.07K
$652K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.18% |
$777 - $950
|
7.13K
$513K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
23+ 0.46% |
$1.37K - $1.68K
|
5.02K
$361K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-86- 1.16% |
$5.14K - $6.28K
|
7.3K
$525K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
100+ 25.0% |
$5.98K - $7.31K
|
500
$36K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3+ 1.15% |
$179 - $219
|
265
$19.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 32.45% |
$95.7K - $117K
|
6.54K
$470K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.63K- 30.82% |
$97.3K - $119K
|
3.66K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-235- 5.67% |
$14K - $17.2K
|
3.91K
$281K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
669+ 21.75% |
$40K - $48.9K
|
3.75K
$269K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.25K- 2.04% |
$74.5K - $91.1K
|
59.9K
$4.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
26.9KNew |
$1.61M - $1.96M
|
26.9K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-73- 1.34% |
$4.36K - $5.33K
|
5.38K
$387K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.56K+ 18.97% |
$272K - $333K
|
28.6K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.21K+ 18.06% |
$72.5K - $88.6K
|
7.93K
$570K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
60+ 0.88% |
$3.59K - $4.38K
|
6.89K
$496K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-690- 21.17% |
$41.2K - $50.4K
|
2.57K
$185K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-7- 0.02% |
$418 - $511
|
36.1K
$2.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15- 0.1% |
$896 - $1.1K
|
14.9K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.88K+ 68.53% |
$172K - $210K
|
7.07K
$508K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
5+ 0.7% |
$299 - $365
|
721
$51.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-594- 7.71% |
$35.5K - $43.4K
|
7.11K
$511K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
128+ 3.79% |
$7.65K - $9.35K
|
3.51K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-844- 26.02% |
$50.4K - $61.7K
|
2.4K
$173K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-760- 28.22% |
$45.4K - $55.5K
|
1.93K
$139K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
4+ 0.05% |
$239 - $292
|
7.67K
$552K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.24K- 8.79% |
$253K - $310K
|
44K
$3.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.12K- 1.77% |
$127K - $155K
|
118K
$8.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.01K- 0.57% |
$60.2K - $73.6K
|
175K
$12.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
2.11K+ 5.79% |
$126K - $154K
|
38.5K
$2.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-400- 5.21% |
$23.9K - $29.2K
|
7.28K
$524K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
442New |
$26.4K - $32.3K
|
442
$31.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.5KNew |
$628K - $768K
|
10.5K
$756K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
120+ 1.62% |
$7.17K - $8.77K
|
7.52K
$541K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-70- 0.37% |
$4.18K - $5.11K
|
18.6K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
542+ 11.89% |
$32.4K - $39.6K
|
5.1K
$367K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 10.12% |
$72K - $88K
|
13.1K
$943K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
190+ 5.19% |
$11.4K - $13.9K
|
3.85K
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.81K- 11.37% |
$168K - $205K
|
21.9K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.49K- 35.07% |
$149K - $182K
|
4.61K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
49+ 1.1% |
$2.93K - $3.58K
|
4.52K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.9KNew |
$173K - $212K
|
2.9K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
41+ 0.77% |
$2.45K - $3K
|
5.35K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
100+ 1.19% |
$5.98K - $7.31K
|
8.49K
$611K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
48+ 0.94% |
$2.87K - $3.51K
|
5.16K
$371K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.94K- 9.08% |
$116K - $142K
|
19.4K
$1.4M
|