Purchases and Sales Made in Q2 2025 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
414New |
$24.7K - $30.2K
|
414
$29.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
385+ 0.73% |
$23K - $28.1K
|
53.1K
$3.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
380+ 9.76% |
$22.7K - $27.8K
|
4.27K
$307K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
343+ 1.41% |
$20.5K - $25.1K
|
24.7K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
325+ 1.13% |
$19.4K - $23.7K
|
29.2K
$2.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
298+ 2.75% |
$17.8K - $21.8K
|
11.1K
$801K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
277+ 0.4% |
$16.6K - $20.2K
|
68.9K
$4.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
269+ 1.44% |
$16.1K - $19.7K
|
19K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
247+ 8.74% |
$14.8K - $18K
|
3.07K
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
225+ 1.24% |
$13.4K - $16.4K
|
18.4K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
211+ 4.66% |
$12.6K - $15.4K
|
4.74K
$341K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
200New |
$12K - $14.6K
|
200
$14.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
200+ 1.28% |
$12K - $14.6K
|
15.8K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
190+ 5.19% |
$11.4K - $13.9K
|
3.85K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
180+ 3.86% |
$10.8K - $13.1K
|
4.84K
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
177+ 2.28% |
$10.6K - $12.9K
|
7.93K
$571K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
160+ 9.25% |
$9.56K - $11.7K
|
1.89K
$136K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
138+ 3.15% |
$8.25K - $10.1K
|
4.52K
$325K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
128+ 3.79% |
$7.65K - $9.35K
|
3.51K
$252K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
121+ 0.66% |
$7.23K - $8.84K
|
18.3K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
120+ 1.62% |
$7.17K - $8.77K
|
7.52K
$541K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
108+ 2.69% |
$6.45K - $7.89K
|
4.13K
$297K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
101+ 1.2% |
$6.03K - $7.38K
|
8.5K
$611K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
100+ 1.19% |
$5.98K - $7.31K
|
8.49K
$611K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
100+ 0.17% |
$5.98K - $7.31K
|
59.3K
$4.26M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
100+ 25.0% |
$5.98K - $7.31K
|
500
$36K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
100+ 0.25% |
$5.98K - $7.31K
|
40.5K
$2.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
95New |
$5.68K - $6.94K
|
95
$6.83K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
87+ 1.87% |
$5.2K - $6.36K
|
4.73K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72+ 0.2% |
$4.3K - $5.26K
|
36.2K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
70+ 0.09% |
$4.18K - $5.11K
|
78.3K
$5.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
60+ 0.88% |
$3.59K - $4.38K
|
6.89K
$496K
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
59+ 0.06% |
$3.53K - $4.31K
|
104K
$7.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
59+ 0.35% |
$3.53K - $4.31K
|
17K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
57+ 6.51% |
$3.41K - $4.16K
|
932
$67K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
51+ 0.22% |
$3.05K - $3.73K
|
23.2K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
50+ 0.76% |
$2.99K - $3.65K
|
6.59K
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
49+ 1.1% |
$2.93K - $3.58K
|
4.52K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
48+ 0.94% |
$2.87K - $3.51K
|
5.16K
$371K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42+ 15.38% |
$2.51K - $3.07K
|
315
$22.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
41+ 0.66% |
$2.45K - $3K
|
6.22K
$447K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
41+ 0.77% |
$2.45K - $3K
|
5.35K
$385K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
23+ 0.46% |
$1.37K - $1.68K
|
5.02K
$361K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
21+ 0.47% |
$1.25K - $1.53K
|
4.46K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
21+ 0.16% |
$1.25K - $1.53K
|
13.3K
$955K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 0.47% |
$1.14K - $1.39K
|
4.03K
$290K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
18+ 1.25% |
$1.08K - $1.31K
|
1.45K
$104K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.18% |
$777 - $950
|
7.13K
$513K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
10+ 0.3% |
$598 - $731
|
3.31K
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
10+ 0.91% |
$598 - $731
|
1.11K
$79.9K
|