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 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-300- 1.88% |
$17.9K - $21.9K
|
15.6K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-334- 30.61% |
$20K - $24.4K
|
757
$54.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-360- 9.39% |
$21.5K - $26.3K
|
3.48K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-400- 5.21% |
$23.9K - $29.2K
|
7.28K
$524K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-428- 2.75% |
$25.6K - $31.3K
|
15.2K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-473- 6.19% |
$28.3K - $34.6K
|
7.17K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-479- 1.24% |
$28.6K - $35K
|
38.2K
$2.75M
|
|
|
Jul 14, 2025
Q2 2025
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-525- 6.15% |
$31.4K - $38.4K
|
8.02K
$576K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-538- 6.93% |
$32.1K - $39.3K
|
7.23K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-541- 4.41% |
$32.3K - $39.5K
|
11.7K
$844K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-557- 10.31% |
$33.3K - $40.7K
|
4.84K
$348K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-567- 12.8% |
$33.9K - $41.4K
|
3.86K
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-594- 7.71% |
$35.5K - $43.4K
|
7.11K
$511K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-690- 21.17% |
$41.2K - $50.4K
|
2.57K
$185K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-735- 15.6% |
$43.9K - $53.7K
|
3.98K
$286K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-736- 4.96% |
$44K - $53.8K
|
14.1K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-760- 28.22% |
$45.4K - $55.5K
|
1.93K
$139K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-776- 19.45% |
$46.4K - $56.7K
|
3.21K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-832- 2.79% |
$49.7K - $60.8K
|
29K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-844- 26.02% |
$50.4K - $61.7K
|
2.4K
$173K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-862- 9.5% |
$51.5K - $63K
|
8.21K
$591K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-900- 4.43% |
$53.8K - $65.7K
|
19.4K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-919- 7.84% |
$54.9K - $67.1K
|
10.8K
$777K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 1.51% |
$59.8K - $73.1K
|
65.1K
$4.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1K- 29.11% |
$59.8K - $73.1K
|
2.44K
$175K
|
|
|
Jul 15, 2025
Q2 2025
|
Drum Hill Capital, LLC
Westport, CT |
SELL
|
- |
-1K- 1.69% |
$60K - $73.3K
|
58.3K
$4.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.01K- 0.57% |
$60.2K - $73.6K
|
175K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 3.73% |
$68.7K - $83.9K
|
29.7K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 4.15% |
$69.9K - $85.5K
|
27K
$1.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.25K- 2.04% |
$74.5K - $91.1K
|
59.9K
$4.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.36K- 22.1% |
$81.3K - $99.3K
|
4.8K
$345K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.4K- 13.62% |
$83.5K - $102K
|
8.86K
$637K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.63K- 30.82% |
$97.3K - $119K
|
3.66K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.94K- 9.08% |
$116K - $142K
|
19.4K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.99K- 0.81% |
$119K - $146K
|
243K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.12K- 1.77% |
$127K - $155K
|
118K
$8.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2.21K- 19.53% |
$132K - $161K
|
9.11K
$655K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.3K- 41.67% |
$137K - $168K
|
3.22K
$232K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.38K- 12.48% |
$142K - $174K
|
16.7K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.48K- 41.71% |
$148K - $181K
|
3.47K
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.49K- 35.07% |
$149K - $182K
|
4.61K
$332K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.66K- 8.98% |
$159K - $194K
|
27K
$1.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.81K- 11.37% |
$168K - $205K
|
21.9K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-3.08K- 0.6% |
$184K - $225K
|
506K
$36.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.1K- 5.24% |
$185K - $226K
|
55.9K
$4.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.42K- 27.4% |
$205K - $250K
|
9.07K
$652K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.24K- 8.79% |
$253K - $310K
|
44K
$3.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.87K- 5.07% |
$291K - $356K
|
91.1K
$6.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-4.9K- 62.14% |
$293K - $358K
|
2.98K
$215K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-6.7K- 75.39% |
$400K - $489K
|
2.19K
$157K
|