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 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 0.43% |
$418 - $511
|
1.65K
$118K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
7+ 0.67% |
$418 - $511
|
1.05K
$75.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
7+ 0.11% |
$418 - $511
|
6.49K
$467K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
7New |
$418 - $511
|
7
$503
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
5+ 0.7% |
$299 - $365
|
721
$51.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
4+ 0.05% |
$239 - $292
|
7.67K
$552K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
4+ 0.1% |
$239 - $292
|
3.99K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3+ 0.1% |
$179 - $219
|
3.03K
$218K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3+ 1.15% |
$179 - $219
|
265
$19.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3+ 0.08% |
$179 - $219
|
3.73K
$268K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.03% |
$59.8 - $73.1
|
3.61K
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 0.27% |
$120 - $146
|
726
$52.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 0.16% |
$179 - $219
|
1.87K
$134K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-7- 0.02% |
$418 - $511
|
36.1K
$2.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-13- 5.2% |
$777 - $950
|
237
$17K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-14- 0.05% |
$837 - $1.02K
|
29K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15- 0.1% |
$896 - $1.1K
|
14.9K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-16- 0.68% |
$956 - $1.17K
|
2.35K
$169K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-20- 0.61% |
$1.2K - $1.46K
|
3.28K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-21- 0.28% |
$1.25K - $1.53K
|
7.48K
$538K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-36- 0.8% |
$2.15K - $2.63K
|
4.44K
$320K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-40- 8.16% |
$2.39K - $2.92K
|
450
$32.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-42- 1.05% |
$2.51K - $3.07K
|
3.96K
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-54- 1.08% |
$3.23K - $3.94K
|
4.95K
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-55- 0.45% |
$3.29K - $4.02K
|
12.3K
$884K
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-64- 0.67% |
$3.82K - $4.68K
|
9.48K
$682K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-65- 1.29% |
$3.88K - $4.75K
|
4.96K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-70- 0.37% |
$4.18K - $5.11K
|
18.6K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-73- 1.34% |
$4.36K - $5.33K
|
5.38K
$387K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 1.04% |
$4.48K - $5.48K
|
7.16K
$515K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-78- 0.94% |
$4.66K - $5.7K
|
8.19K
$589K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-81- 61.83% |
$4.84K - $5.92K
|
50
$3.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-84- 1.64% |
$5.02K - $6.14K
|
5.05K
$363K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-86- 1.16% |
$5.14K - $6.28K
|
7.3K
$525K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100- 62.5% |
$5.98K - $7.31K
|
60
$4.32K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-102- 0.5% |
$6.09K - $7.45K
|
20.5K
$1.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-121- 2.76% |
$7.23K - $8.84K
|
4.26K
$306K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-126- 34.81% |
$7.53K - $9.2K
|
236
$17K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-135- 0.65% |
$8.07K - $9.86K
|
20.5K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-157- 2.38% |
$9.38K - $11.5K
|
6.44K
$463K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-163- 4.93% |
$9.74K - $11.9K
|
3.14K
$226K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-185- 1.64% |
$11.1K - $13.5K
|
11.1K
$799K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-187- 1.87% |
$11.2K - $13.7K
|
9.8K
$705K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-190- 1.44% |
$11.4K - $13.9K
|
13K
$935K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-210- 6.62% |
$12.5K - $15.3K
|
2.96K
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-214- 6.01% |
$12.8K - $15.6K
|
3.35K
$241K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-235- 5.67% |
$14K - $17.2K
|
3.91K
$281K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-241- 1.4% |
$14.4K - $17.6K
|
17K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-262- 2.82% |
$15.7K - $19.1K
|
9.04K
$650K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-276- 0.19% |
$16.5K - $20.2K
|
143K
$10.3M
|