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Disclosery

SHEL SHELL PLC

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ADR (ADR), issuer CIK 1306965

Filings received so far for Q3 2026: 90 13F filers report a position in SHEL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Douglas Lane & Associates, LLC212,329$20.2M0.27%-8,56713F-HRTimeline
SAPIENT CAPITAL LLC209,444$19.9M0.27%-82013F-HRTimeline
Eastover Investment Advisors LLC99,496$9.46M3.68%+32113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC70,690$6.72M0.1%-2,42013F-HRTimelineGroup
NEVILLE RODIE & SHAW INC66,450$6.32M0.43%013F-HRTimeline
YHB Investment Advisors, Inc.58,826$5.59M0.35%+16213F-HRTimeline
Farther Finance Advisors, LLC56,334$5.35M0.04%-59713F-HRTimeline
HF Advisory Group, LLC51,091$4.86M1.45%+2,97813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC23,425$2.23M0.04%+6,22313F-HRTimeline
Avidian Wealth Enterprises, LLC23,170$2.2M0.06%+1,15313F-HRTimeline
PARK NATIONAL CORP /OH/22,487$2.14M0.06%-1,06313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC22,159$2.11M0.5%+113F-HRTimeline
Red Spruce Capital, LLC21,059$2M0.71%-1013F-HRTimeline
Parrish Capital LLC20,256$1.93M1.88%+33313F-HRTimeline
Valeo Financial Advisors, LLC17,984$1.71M0.04%+1,40113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC17,771$1.69M0.02%+10613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…16,999$1.62M0.13%+48813F-HRTimelineGroup
GAMMA Investing LLC16,067$1.53M0.05%+1,65513F-HRTimeline
Miller Global Investments, LLC14,413$1.37M1.1%-17813F-HRTimeline
Versant Capital Management, Inc12,256$1.16M0.1%+92013F-HRTimeline
Wedmont Private Capital10,696$1.07M0.03%+84813F-HRTimeline
Rosenberg Matthew Hamilton9,430$896K0.16%-18813F-HRTimeline
EASTERN BANK9,358$889K0.01%+37913F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…9,168$872K0.62%new13F-HRTimeline
Plan A Wealth LLC8,666$824K0.29%+4713F-HRTimeline
Legacy Wealth Asset Management, LLC8,449$803K0.18%-1513F-HRTimeline
RIVERSEDGE ADVISORS, LLC8,018$762K0.09%+1,93513F-HRTimeline
Vann Equity Management LLC7,971$758K0.45%+2913F-HRTimeline
Investors Research Corp7,077$673K0.12%-8613F-HRTimeline
Dorato Capital Management6,677$647K0.43%013F-HRTimeline
Venture Visionary Partners LLC6,756$642K0.02%+64213F-HRTimeline
Nautilus Advisors LLC6,590$626K0.38%+7613F-HRTimeline
Cooper Financial Group6,019$572K0.05%+28813F-HRTimeline
VISTA INVESTMENT PARTNERS LLC5,651$537K0.14%+11613F-HRTimeline
Bill Few Associates, Inc.5,613$534K0.11%+1113F-HRTimeline
Atlas Brown,Inc.4,848$461K0.12%013F-HRTimeline
Apella Capital, LLC4,663$452K0.01%-98713F-HRTimeline
Greenfield Savings Bank4,654$442K0.17%013F-HRTimeline
Breakwater Capital Group4,606$438K0.05%-4213F-HRTimeline
Hardin Capital Partners, LLC4,502$428K0.21%-28713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,144$394K0.03%+8713F-HRTimeline
Shulman DeMeo Asset Management LLC4,072$393K0.08%-14513F-HRTimeline
DOLIVER ADVISORS, LP4,062$386K0.08%-16613F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.3,989$379K0.02%013F-HRTimeline
Successful Portfolios LLC3,804$367K0.17%013F-HRTimeline
Ballew Advisors, Inc3,738$360K0.18%-17113F-HRTimeline
Capital Advisors Wealth Management, LLC3,779$359K0.04%-3813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,698$351K0.03%013F-HRTimeline
CHAPIN DAVIS, INC.3,426$326K0.06%+213F-HRTimeline
Boltwood Capital Management3,285$312K0.07%+56013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,237$308K0.03%013F-HRTimeline
LifeGoal Investments, LLC3,095$294K0.09%new13F-HRTimeline
Legacy Private Trust Co.3,075$292K0.02%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,816$268K0.02%013F-HRTimelineGroup
Trust Co2,808$267K0.02%-1213F-HRTimeline
Montecito Bank & Trust2,785$265K0.04%-9013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…2,640$251K0.04%-7413F-HRTimeline
Hummer Financial Advisory Services Inc2,569$244K0.16%new13F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …2,565$244K0.02%new13F-HRTimeline
Insight Wealth Strategies, LLC2,549$242K0.02%new13F-HRTimeline
Stonebridge Financial Group, LLC2,498$237K0.02%new13F-HRTimeline
Weaver Consulting Group2,439$232K0.05%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,394$228K0.02%013F-HRTimelineGroup
ARGUS INVESTORS' COUNSEL, INC.2,242$213K0.17%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,166$206K0.04%new13F-HRTimeline
Veery Capital, LLC2,152$205K0.05%new13F-HRTimeline
PFW Advisors LLC2,125$202K0.06%-51213F-HRTimeline
Noble Wealth Management PBC1,886$179K0.08%013F-HRTimeline
GK Wealth Management LLC1,699$161K0.09%new13F-HRTimeline
CoreCap Advisors, LLC1,617$154K<0.01%+43913F-HRTimeline
Grove Bank & Trust1,471$140K0.01%-313F-HRTimeline
Acropolis Investment Management, LLC1,465$139K0.01%013F-HRTimeline
Roxbury Financial LLC1,073$102K0.08%+813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC999$95K0.01%+26613F-HRTimeline
Bank of New Hampshire791$75.2K0.02%013F-HRTimeline
CX Institutional673$64K<0.01%+54213F-HRTimeline
Retirement Wealth Solutions LLC478$45.5K0.02%+17513F-HRTimeline
Wealth Enhancement Trust Services, Inc.475$45.1K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.407$38.7K<0.01%013F-HRTimeline
Byrne Asset Management LLC394$37.7K0.02%+33013F-HRTimeline
GoalVest Advisory LLC129$12.3K<0.01%013F-HRTimeline
Planning Strategies Inc.119$11.3K0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC118$11.2K0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP105$9.98K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC103$9.79K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…66$6.27K<0.01%013F-HRTimeline
Pacifica Partners Inc.50$4.78K<0.01%013F-HRTimeline
Olistico Wealth, LLC45$4.25K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.32$3.04K<0.01%013F-HRTimeline
ATWOOD & PALMER INC15$1.43K<0.01%013F-HRTimeline