SHEL Shell plc
Shell plc (SHEL) Institutional Ownership
What the institutions did with SHEL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Eastover Investment Advisors LLC | 99.5K | 31.1% |
| NEVILLE RODIE & SHAW INC | 66.5K | 20.8% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 23.4K | 7.3% |
| PARK NATIONAL CORP /OH/ | 22.5K | 7.0% |
| Parrish Capital LLC | 20.3K | 6.3% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 17.8K | 5.6% |
| Miller Global Investments, LLC | 14.4K | 4.5% |
| Versant Capital Management, Inc | 12.3K | 3.8% |
| Rosenberg Matthew Hamilton | 9.4K | 2.9% |
| EASTERN BANK | 9.4K | 2.9% |
| DOLIVER ADVISORS, LP | 4.1K | 1.3% |
| Ballew Advisors, Inc | 3.7K | 1.2% |
| Boltwood Capital Management | 3.3K | 1.0% |
| Montecito Bank & Trust | 2.8K | 0.9% |
| Stonebridge Financial Group, LLC | 2.5K | 0.8% |
| TOMPKINS FINANCIAL CORP | 2.4K | 0.7% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2.2K | 0.7% |
| Noble Wealth Management PBC | 1.9K | 0.6% |
| Roxbury Financial LLC | 1.1K | 0.3% |
| CX Institutional | 673 | 0.2% |
| GoalVest Advisory LLC | 129 | 0.0% |
| Planning Strategies Inc. | 119 | 0.0% |
| Olistico Wealth, LLC | 45 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Increased | 17.2K | 23.4K | +6.2K |
| Stonebridge Financial Group, LLC | New | 0 | 2.5K | +2.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | New | 0 | 2.2K | +2.2K |
| PARK NATIONAL CORP /OH/ | Reduced | 23.6K | 22.5K | -1.1K |
| Versant Capital Management, Inc | Increased | 11.3K | 12.3K | +920 |
| Boltwood Capital Management | Increased | 2.7K | 3.3K | +560 |
| CX Institutional | Increased | 131 | 673 | +542 |
| EASTERN BANK | Increased | 9.0K | 9.4K | +379 |
| Parrish Capital LLC | Increased | 19.9K | 20.3K | +333 |
| Eastover Investment Advisors LLC | Increased | 99.2K | 99.5K | +321 |
| Rosenberg Matthew Hamilton | Reduced | 9.6K | 9.4K | -188 |
| Miller Global Investments, LLC | Reduced | 14.6K | 14.4K | -178 |
| Ballew Advisors, Inc | Reduced | 3.9K | 3.7K | -171 |
| DOLIVER ADVISORS, LP | Reduced | 4.2K | 4.1K | -166 |
| Planning Strategies Inc. | New | 0 | 119 | +119 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 17.7K | 17.8K | +106 |
| Montecito Bank & Trust | Reduced | 2.9K | 2.8K | -90 |
| Central Pacific Bank - Trust Division | Sold Out | 10 | 0 | -10 |
| Roxbury Financial LLC | Increased | 1.1K | 1.1K | +8 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.