Purchases and Sales Made in Q1 2025 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q1 2025. The information is specifically focused on institutions that hold shares of Shell plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
51+ 0.17% |
$3.2K - $3.74K
|
30K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
50New |
$3.14K - $3.66K
|
50
$3.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
50+ 1.22% |
$3.14K - $3.66K
|
4.14K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
50+ 0.62% |
$3.14K - $3.66K
|
8.15K
$586K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
48+ 0.81% |
$3.02K - $3.52K
|
5.94K
$427K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
47+ 0.77% |
$2.95K - $3.44K
|
6.18K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
47+ 0.73% |
$2.95K - $3.44K
|
6.46K
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
46+ 0.91% |
$2.89K - $3.37K
|
5.11K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46+ 12.43% |
$2.89K - $3.37K
|
416
$29.9K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
45+ 0.84% |
$2.83K - $3.3K
|
5.4K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
44+ 2.67% |
$2.76K - $3.22K
|
1.69K
$122K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42+ 0.2% |
$2.64K - $3.08K
|
21.3K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
40+ 0.65% |
$2.51K - $2.93K
|
6.18K
$444K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
38+ 0.74% |
$2.39K - $2.79K
|
5.16K
$371K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
38+ 1.22% |
$2.39K - $2.79K
|
3.14K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
36+ 0.62% |
$2.26K - $2.64K
|
5.85K
$421K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
35+ 0.55% |
$2.2K - $2.57K
|
6.36K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35+ 0.83% |
$2.2K - $2.57K
|
4.25K
$306K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
34+ 0.17% |
$2.14K - $2.49K
|
19.8K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33+ 0.22% |
$2.07K - $2.42K
|
15.1K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33+ 0.49% |
$2.07K - $2.42K
|
6.76K
$486K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
33+ 1.0% |
$2.07K - $2.42K
|
3.33K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32+ 0.68% |
$2.01K - $2.35K
|
4.71K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
30New |
$1.89K - $2.2K
|
30
$2.16K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
28+ 0.56% |
$1.76K - $2.05K
|
5.01K
$360K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
28+ 0.05% |
$1.76K - $2.05K
|
61.2K
$4.4M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
28+ 0.48% |
$1.76K - $2.05K
|
5.88K
$423K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.15% |
$1.76K - $2.05K
|
18.4K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 77.78% |
$1.76K - $2.05K
|
64
$4.6K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28New |
$1.76K - $2.05K
|
28
$2.01K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
27New |
$1.7K - $1.98K
|
27
$1.94K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
27+ 0.39% |
$1.7K - $1.98K
|
6.95K
$500K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
26+ 0.33% |
$1.63K - $1.91K
|
7.81K
$561K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
26+ 371.43% |
$1.63K - $1.91K
|
33
$2.37K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
26New |
$1.63K - $1.91K
|
26
$1.87K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
26+ 0.22% |
$1.63K - $1.91K
|
11.7K
$843K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 0.99% |
$1.57K - $1.83K
|
2.54K
$183K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
23+ 0.47% |
$1.45K - $1.69K
|
4.93K
$355K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
22+ 0.26% |
$1.38K - $1.61K
|
8.41K
$605K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
21+ 0.53% |
$1.32K - $1.54K
|
3.95K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
21+ 0.01% |
$1.32K - $1.54K
|
232K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
21+ 0.4% |
$1.32K - $1.54K
|
5.31K
$382K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
20+ 0.24% |
$1.26K - $1.47K
|
8.4K
$604K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
18New |
$1.13K - $1.32K
|
18
$1.29K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
18New |
$1.13K - $1.32K
|
18
$1.29K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
16+ 0.24% |
$1.01K - $1.17K
|
6.75K
$485K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
15+ 0.29% |
$943 - $1.1K
|
5.17K
$372K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
15+ 0.56% |
$943 - $1.1K
|
2.69K
$194K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
15+ 0.13% |
$943 - $1.1K
|
11.6K
$836K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
15+ 0.3% |
$943 - $1.1K
|
5K
$359K
|