SHELL PLC

$SHEL
13F holders
1,567
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 1,567 · Source: 13F-HR
01
Citizens Financial Group INC
02
Edgar Lomax CO
03
Sb Investment Advisers (uk) Ltd.
04
Caz Investments LP
05
Mawer Investment Management Ltd.
06
PICTET BANK & TRUST Ltd
07
Greenwood Capital Associates LLC
08
Pzena Investment Management LLC
09
Solus Alternative Asset Management LP
10
American Beacon Advisors, Inc.

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 1,567 13F holders · Pro →

Smart Money · top-200 alpha cohort

43 holders · Q1 2026

$SHEL is held by 43 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.59%, with an average of 0.17% of portfolio. Largest holder: Vista Investment Partners LLC at 1.59%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Vista Investment Partners LLC
1.59% held
α +10.8pts
02
Euro Pacific Asset Management, LLC
1.28% held
α +72.3pts
03
Level Financial Advisors
0.63% NEW
α +30.9pts
04
Stamos Capital Partners, L.P.
0.61% NEW
α +10.2pts
05
Aigen Investment Management, LP
0.53% NEW
α +50.5pts
06
Connor, Clark & Lunn Investment Management Ltd.
0.31% held
α +12.3pts
07
Pittenger & Anderson Inc.
0.26% NEW
α +21.3pts
08
Fruth Investment Management
0.22% held
α +79.5pts
09
Sulzberger Capital Advisors, Inc.
0.22% NEW
α +15.0pts
10
Certior Financial Group, LLC
0.20% NEW
α +11.1pts
11
Hummer Financial Advisory Services Inc
0.17% NEW
α +53.0pts
12
Hamel Associates, Inc.
0.16% NEW
α +12.3pts
13
Nikko Asset Management Americas, Inc.
0.12% NEW
α +22.1pts
14
Beverly Hills Private Wealth, LLC
0.11% NEW
α +10.4pts
15
Shufro Rose & Co. LLC
0.11% NEW
α +32.3pts
16
Wellington Management Group LLP
0.11% NEW
α +10.5pts
17
Narus Financial Partners, LLC
0.07% held
α +11.1pts
18
Legacy Wealth Management, LLC / MS
0.07% held
α +14.9pts
19
Scopia Capital Management LP
0.06% held
α +10.2pts
20
Fiduciary Alliance LLC
0.06% held
α +16.8pts
21
Semper Augustus Investments Group LLC
0.06% held
α +11.6pts
22
GM Advisory Group, LLC
0.04% held
α +16.5pts
23
Caption Management, LLC
0.03% held
α +15.5pts
24
Courier Capital LLC
0.03% held
α +14.9pts
25
Principal Securities, Inc.
0.03% held
α +21.3pts
26
Citigroup Inc.
0.03% held
α +26.3pts
27
Svb Wealth LLC
0.03% held
α +29.6pts
28
Cypress Capital Group
0.03% held
α +12.6pts
29
Knightsbridge Asset Management, LLC
0.02% held
α +24.2pts
30
Venture Visionary Partners LLC
0.02% held
α +10.3pts
31
Retirement Investment Advisors, Inc.
0.02% held
α +16.2pts
32
Bellevue Group AG
0.02% held
α +12.2pts
33
Choate Investment Advisors
0.02% held
α +13.8pts
34
Linscomb Wealth, Inc.
0.02% held
α +32.6pts
35
Bradley Foster & Sargent INC
0.02% ↓ 1.4pp
α +11.1pts
36
Johnson Financial Group, Inc.
0.01% held
α +14.7pts
37
Fulton Bank, N.a.
0.01% held
α +23.8pts
38
RFG Advisory, LLC
0.01% held
α +16.2pts
39
Corsicana & Co.
0.01% held
α +20.0pts
40
Costello Asset Management, INC
0.00% held
α +14.3pts
41
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% ↓ 1.5pp
α +27.5pts
42
CV Advisors LLC
0.00% held
α +29.1pts
43
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SHEL in the recent window.

Congress trades · last 90 days

27 disclosures · STOCK Act
House · Michigan · Traded Oct 14
SOLD
$1K–$15K
Nov 21STOCK
House · Texas · Traded Oct 27
SOLD
$15K–$50K
Nov 10STOCK
House · Texas · Traded Oct 15
SOLD
$1K–$15K
Nov 10STOCK
House · Texas · Traded Oct 2
SOLD
$1K–$15K
Nov 10STOCK
House · Oregon · Traded Sep 23
SOLD
$1K–$15K
Oct 10STOCK
House · Texas · Traded Sep 19
SOLD
$15K–$50K
Oct 10STOCK
House · Texas · Traded Mar 25
UNKNOWN
$250K–$500K
Sep 25STOCK
House · Texas · Traded Aug 21
SOLD
$15K–$50K
Sep 12STOCK
House · Texas · Traded Aug 6
SOLD
$1K–$15K
Sep 12STOCK
House · Oregon · Traded Oct 29
BOUGHT
$1K–$15K
Sep 12STOCK
See full $SHEL Congress history →

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $SHEL lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $SHEL — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:22 UTC.