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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
1.86K+ 8.95% |
$133K - $143K
|
22.7K
$1.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.05% |
$428 - $462
|
11.4K
$866K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.92K+ 49.93% |
$137K - $148K
|
5.76K
$437K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1K- 0.31% |
$71.4K - $77.1K
|
320K
$24.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
518+ 6.81% |
$37K - $39.9K
|
8.12K
$615K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-50- 3.09% |
$3.57K - $3.85K
|
1.57K
$119K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 0.53% |
$285 - $308
|
764
$57.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.44K+ 47.03% |
$603K - $650K
|
26.4K
$2M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.27K+ 13.53% |
$90.7K - $97.9K
|
10.7K
$808K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-25- 6.81% |
$1.78K - $1.93K
|
342
$25.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-22- 0.51% |
$1.57K - $1.69K
|
4.31K
$327K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
118+ 3.76% |
$8.42K - $9.09K
|
3.26K
$247K
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
58+ 1.43% |
$4.14K - $4.47K
|
4.11K
$312K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.7K- 0.83% |
$193K - $208K
|
323K
$24.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
186+ 4.08% |
$13.3K - $14.3K
|
4.75K
$360K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
69+ 0.43% |
$4.92K - $5.31K
|
16.2K
$1.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-103- 0.6% |
$7.35K - $7.93K
|
17K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
175+ 0.77% |
$12.5K - $13.5K
|
22.9K
$1.74M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-29- 9.29% |
$2.07K - $2.23K
|
283
$21.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9- 1.83% |
$642 - $693
|
484
$36.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
325+ 5.1% |
$23.2K - $25K
|
6.69K
$507K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-780- 6.03% |
$55.7K - $60.1K
|
12.1K
$920K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.37KNew |
$240K - $259K
|
3.37K
$255K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
317+ 8.45% |
$22.6K - $24.4K
|
4.07K
$308K
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-10.9K- 12.97% |
$778K - $839K
|
73.2K
$5.54M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-250- 2.41% |
$17.8K - $19.3K
|
10.1K
$766K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.79KNew |
$270K - $291K
|
3.79K
$287K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
500+ 7.7% |
$35.7K - $38.5K
|
6.99K
$530K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
21+ 0.25% |
$1.5K - $1.62K
|
8.54K
$647K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
590+ 13.85% |
$42.1K - $45.4K
|
4.85K
$368K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
22+ 0.49% |
$1.57K - $1.69K
|
4.5K
$341K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4+ 0.38% |
$285 - $308
|
1.06K
$80.5K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
129New |
$9.21K - $9.93K
|
129
$9.77K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
14.9KNew |
$1.06M - $1.15M
|
14.9K
$1.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.85K- 2.73% |
$132K - $142K
|
65.7K
$4.98M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-59- 0.25% |
$4.21K - $4.54K
|
23.4K
$1.77M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.89KNew |
$135K - $145K
|
1.89K
$143K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-20- 10.81% |
$1.43K - $1.54K
|
165
$12.5K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
44+ 0.49% |
$3.14K - $3.39K
|
9.07K
$687K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
469+ 4.64% |
$33.5K - $36.1K
|
10.6K
$802K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.24K- 2.35% |
$226K - $240K
|
135K
$10.2M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-399- 7.11% |
$27.9K - $29.5K
|
5.21K
$395K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
60+ 40.0% |
$4.19K - $4.44K
|
210
$15.9K
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
177+ 1.66% |
$12.4K - $13.1K
|
10.8K
$821K
|
|
|
Dec 18, 2025
Q3 2025
|
Wgi Dm, LLC
Boston, MA |
BUY
|
- |
773K+ 21.31% |
$54M - $57.1M
|
4.4M
$333M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-1.19K- 3.1% |
$82.7K - $87.6K
|
37K
$2.81M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6- 0.09% |
$419 - $444
|
6.74K
$510K
|
|
|
Dec 15, 2025
Q3 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-3.99K- 13.02% |
$279K - $295K
|
26.6K
$2.02M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-5.82KClosed |
$406K - $430K
|
0
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-241- 1.67% |
$16.8K - $17.8K
|
14.2K
$1.07M
|
|