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 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.16K+ 37.37% |
$129K - $157K
|
7.93K
$570K
|
|
|
Jul 14, 2025
Q2 2025
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-525- 6.15% |
$31.4K - $38.4K
|
8.02K
$576K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-334- 30.61% |
$20K - $24.4K
|
757
$54.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-214- 6.01% |
$12.8K - $15.6K
|
3.35K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
7+ 0.11% |
$418 - $511
|
6.49K
$467K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
4.09K+ 9.72% |
$244K - $299K
|
46.1K
$3.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 0.43% |
$418 - $511
|
1.65K
$118K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
460+ 6.3% |
$27.5K - $33.6K
|
7.77K
$558K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-84- 1.64% |
$5.02K - $6.14K
|
5.05K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
18+ 1.25% |
$1.08K - $1.31K
|
1.45K
$104K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
832+ 1.49% |
$49.7K - $60.8K
|
56.8K
$4.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-40- 8.16% |
$2.39K - $2.92K
|
450
$32.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
200+ 1.28% |
$12K - $14.6K
|
15.8K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
247+ 8.74% |
$14.8K - $18K
|
3.07K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-157- 2.38% |
$9.38K - $11.5K
|
6.44K
$463K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-832- 2.79% |
$49.7K - $60.8K
|
29K
$2.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-360- 9.39% |
$21.5K - $26.3K
|
3.48K
$250K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
298+ 2.75% |
$17.8K - $21.8K
|
11.1K
$801K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
14.1K+ 3.76% |
$843K - $1.03M
|
390K
$28M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
385+ 0.73% |
$23K - $28.1K
|
53.1K
$3.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-54- 1.08% |
$3.23K - $3.94K
|
4.95K
$356K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 0.27% |
$120 - $146
|
726
$52.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.2KNew |
$71.7K - $87.7K
|
1.2K
$86.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 0.16% |
$179 - $219
|
1.87K
$134K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 1.04% |
$4.48K - $5.48K
|
7.16K
$515K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-78- 0.94% |
$4.66K - $5.7K
|
8.19K
$589K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
10+ 0.91% |
$598 - $731
|
1.11K
$79.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.79K+ 4.4% |
$167K - $204K
|
66.2K
$4.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-919- 7.84% |
$54.9K - $67.1K
|
10.8K
$777K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.45KNew |
$206K - $252K
|
3.45K
$248K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-27.7K- 12.0% |
$1.66M - $2.02M
|
203K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.85K+ 70.49% |
$409K - $500K
|
16.6K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-64- 0.67% |
$3.82K - $4.68K
|
9.48K
$682K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
809+ 3.32% |
$48.3K - $59.1K
|
25.2K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
57+ 6.51% |
$3.41K - $4.16K
|
932
$67K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-736- 4.96% |
$44K - $53.8K
|
14.1K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-185- 1.64% |
$11.1K - $13.5K
|
11.1K
$799K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1K- 29.11% |
$59.8K - $73.1K
|
2.44K
$175K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.48K- 41.71% |
$148K - $181K
|
3.47K
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-48.3K- 13.53% |
$2.89M - $3.53M
|
309K
$22.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
414New |
$24.7K - $30.2K
|
414
$29.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-776- 19.45% |
$46.4K - $56.7K
|
3.21K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-567- 12.8% |
$33.9K - $41.4K
|
3.86K
$278K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
277+ 0.4% |
$16.6K - $20.2K
|
68.9K
$4.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.5K+ 20.33% |
$388K - $475K
|
38.5K
$2.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.66K- 8.98% |
$159K - $194K
|
27K
$1.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-241- 1.4% |
$14.4K - $17.6K
|
17K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
200New |
$12K - $14.6K
|
200
$14.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-14- 0.05% |
$837 - $1.02K
|
29K
$2.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
41+ 0.66% |
$2.45K - $3K
|
6.22K
$447K
|