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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
508+ 12.52% |
$31.9K - $37.2K
|
4.57K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
504+ 6.1% |
$31.7K - $36.9K
|
8.77K
$631K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
500+ 13.77% |
$31.4K - $36.6K
|
4.13K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
500+ 0.76% |
$31.4K - $36.6K
|
66.1K
$4.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
500+ 12.83% |
$31.4K - $36.6K
|
4.4K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
500New |
$31.4K - $36.6K
|
500
$36K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
500+ 4.29% |
$31.4K - $36.6K
|
12.2K
$875K
|
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
500+ 11.79% |
$31.4K - $36.6K
|
4.74K
$341K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
500+ 16.89% |
$31.4K - $36.6K
|
3.46K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
492+ 14.22% |
$30.9K - $36.1K
|
3.95K
$284K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
485+ 4.62% |
$30.5K - $35.5K
|
11K
$790K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
481+ 5.42% |
$30.2K - $35.3K
|
9.35K
$672K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
473+ 0.59% |
$29.7K - $34.7K
|
80.1K
$5.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
451+ 8.75% |
$28.3K - $33.1K
|
5.61K
$403K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
448+ 13.13% |
$28.2K - $32.8K
|
3.86K
$278K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
440+ 5.9% |
$27.6K - $32.2K
|
7.9K
$568K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
438+ 133.13% |
$27.5K - $32.1K
|
767
$55.2K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
437+ 193.36% |
$27.5K - $32K
|
663
$47.7K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
412+ 1.81% |
$25.9K - $30.2K
|
23.2K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
400+ 0.96% |
$25.1K - $29.3K
|
42.3K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
378+ 0.78% |
$23.8K - $27.7K
|
48.8K
$3.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
376+ 3.44% |
$23.6K - $27.6K
|
11.3K
$812K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
376+ 27.11% |
$23.6K - $27.6K
|
1.76K
$127K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
374+ 3.75% |
$23.5K - $27.4K
|
10.3K
$743K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
366+ 0.59% |
$23K - $26.8K
|
62.1K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
365+ 11.41% |
$22.9K - $26.8K
|
3.57K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
347+ 8.99% |
$21.8K - $25.4K
|
4.21K
$303K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
345+ 2.26% |
$21.7K - $25.3K
|
15.6K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
345+ 2.23% |
$21.7K - $25.3K
|
15.8K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
341New |
$21.4K - $25K
|
341
$24.5K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
335New |
$21.1K - $24.6K
|
335
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
328+ 6.33% |
$20.6K - $24K
|
5.51K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
325+ 2.5% |
$20.4K - $23.8K
|
13.3K
$958K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
321+ 2.12% |
$20.2K - $23.5K
|
15.5K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
302+ 8.17% |
$19K - $22.1K
|
4K
$287K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
300New |
$18.9K - $22K
|
300
$21.6K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
300+ 1.12% |
$18.9K - $22K
|
27.1K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
295New |
$18.5K - $21.6K
|
295
$21.2K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
287+ 5.18% |
$18K - $21K
|
5.83K
$419K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
282+ 0.71% |
$17.7K - $20.7K
|
40.1K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
281+ 5.71% |
$17.7K - $20.6K
|
5.2K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
280+ 2.26% |
$17.6K - $20.5K
|
12.7K
$912K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
278+ 6.54% |
$17.5K - $20.4K
|
4.53K
$326K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
276+ 1.5% |
$17.3K - $20.2K
|
18.7K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
276+ 1.18% |
$17.3K - $20.2K
|
23.7K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
273+ 11.17% |
$17.2K - $20K
|
2.72K
$195K
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
264+ 1.29% |
$16.6K - $19.3K
|
20.7K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
264+ 1.16% |
$16.6K - $19.3K
|
23K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
259+ 3.75% |
$16.3K - $19K
|
7.16K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
255New |
$16K - $18.7K
|
255
$18.3K
|