Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,587 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tevis Investment Management
|
Apr 25, 2025 Q1 2025 |
3,329
shares
|
$236,924
0.18% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
3,328
shares
|
$236,853
0.08% of portfolio
|
Q1 2025
Added 1.0%
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,325
shares
|
$236,640
0.04% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
3,324
shares
|
$236,569
0.03% of portfolio
|
Q1 2025
Reduced 15.83%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
3,316
shares
|
$235,999
0.01% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
3,309
shares
|
$235,501
0.09% of portfolio
|
Q2 2025
Added 0.3%
|
|
Cache Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,303
shares
|
$235,074
0.09% of portfolio
|
Q4 2024
Added 65.15%
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
3,300
shares
|
$234,861
0.1% of portfolio
|
Q1 2025
New holding
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
3,298
shares
|
$234,718
0.05% of portfolio
|
Q1 2025
Added 0.27%
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,298
shares
|
$234,718
0.02% of portfolio
|
Q1 2025
Added 401.22%
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
3,289
shares
|
$234,078
0.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
3,286
shares
|
$233,864
0.02% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
3,278
shares
|
$233,295
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
3,272
shares
|
$232,868
0.03% of portfolio
|
Q4 2023
New holding
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,251
shares
|
$231,373
0.01% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
3,241
shares
|
$230,661
0.01% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
3,225
shares
|
$229,523
0.03% of portfolio
|
Q2 2023
New holding
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
3,220
shares
|
$229,167
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
3,214
shares
|
$228,740
0.02% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
3,201
shares
|
$227,815
0.02% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
3,200
shares
|
$227,744
0.04% of portfolio
|
Q3 2023
New holding
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
3,199
shares
|
$227,672
0.07% of portfolio
|
Q4 2024
New holding
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
3,196
shares
|
$227,459
0.03% of portfolio
|
Q3 2023
Reduced 11.32%
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
3,187
shares
|
$226,818
0.06% of portfolio
|
Q1 2025
Added 0.22%
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
3,186
shares
|
$226,747
0.09% of portfolio
|
Q1 2025
Added 0.16%
|