Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,484 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 $20.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,910
shares
|
$452,397
0.17% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
6,910
shares
|
$452,397
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Community Bank Of Raymore
|
Oct 16, 2024 Q3 2024 |
6,900
shares
|
$451,743
0.35% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
6,882
shares
|
$450,564
0.1% of portfolio
|
Q3 2023
Added 0.81%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
6,865
shares
|
$449,451
0.03% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
6,821
shares
|
$446,570
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
6,819
shares
|
$446,439
0.16% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
6,815
shares
|
$446,178
0.08% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
6,811
shares
|
$445,916
0.12% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,805
shares
|
$445,523
0.09% of portfolio
|
Q3 2023
Reduced 1.7%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
6,797
shares
|
$444,999
0.12% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
6,780
shares
|
$443,886
0.18% of portfolio
|
Q2 2024
Added 66.87%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
6,766
shares
|
$442,970
0.13% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
6,748
shares
|
$441,791
0.5% of portfolio
|
Q3 2023
Reduced 2.12%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,725
shares
|
$440,285
0.05% of portfolio
|
Q2 2023
Reduced 24.31%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
6,713
shares
|
$439,500
0.03% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
6,701
shares
|
$438,714
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
6,690
shares
|
$437,994
0.23% of portfolio
|
Q3 2024
Reduced 13.0%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
6,676
shares
|
$437,077
0.08% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
6,670
shares
|
$436,684
0.05% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
6,664
shares
|
$436,292
0.01% of portfolio
|
Q2 2024
Added 42.88%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
6,655
shares
|
$435,702
0.27% of portfolio
|
Q1 2024
Added 42.96%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
6,652
shares
|
$435,506
0.08% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
6,644
shares
|
$434,982
0.1% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
6,635
shares
|
$434,393
0.02% of portfolio
|
Q3 2024
Reduced 7.01%
|