Public record / Tickers / SHEL

SHEL — Shell plc

Both disclosure regimes on one name: who in Congress filed about SHEL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
15
all PTR rows naming SHEL
Members · 12m
2
0 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-10-14 → filed 2025-11-21. Ranked over every SHEL row by the provable lower bound, never a point estimate.

2 members · 0 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

10 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SHEL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SHEL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-14 +38d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 15 ↗

Members active in SHEL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SHEL in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · SHEL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Tudor Investment Corp $20.0M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SHELL PLC

Merged timeline of congressional filings and notable-manager moves on SHEL
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+207,521 sh
2026-05-15Bridgewater Associates 13Ftrim−691,420 sh
2026-05-15Gotham Asset Management 13Ftrim−10 sh
2026-05-15Moore Capital Management 13Fexit−80,000 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SHEL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$9.1B1
2DIMENSIONAL FUND ADVISORS LP$2.3B1
3MORGAN STANLEY$900M1
4BANK OF AMERICA CORP /DE/$703M1
5FRANKLIN RESOURCES INC$681M1
6ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$669M1
7Mawer Investment Management Ltd.$662M1
8WELLINGTON MANAGEMENT GROUP LLP$592M1
9HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$572M1
10BlackRock, Inc.$500M1
11EAGLE CAPITAL MANAGEMENT LLC$494M1
12WGI DM, LLC$395M1
13Orbis Allan Gray Ltd$383M1
14BANK OF MONTREAL /CAN/$359M1
15ROYAL BANK OF CANADA$351M1
16JENNISON ASSOCIATES LLC$320M1
17NORTHERN TRUST CORP$309M1
18PZENA INVESTMENT MANAGEMENT LLC$297M1
19HARDING LOEVNER LP$266M1
20Rockefeller Capital Management L.P.$262M1
21D. E. Shaw & Co., Inc.$259M1
22BRANDES INVESTMENT PARTNERS, LP$256M1
23Standard Investments LLC$228M1
24CITADEL ADVISORS LLC$211M1
25WELLS FARGO & COMPANY/MN$209M1
26ENVESTNET ASSET MANAGEMENT INC$203M1
27AMERICAN CENTURY COMPANIES INC$181M1
28UBS Group AG$178M1
29STIFEL FINANCIAL CORP$174M1
30STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$173M1
31RAYMOND JAMES FINANCIAL INC$159M1
32Chevy Chase Trust Holdings, LLC$155M1
33Tidal Investments LLC$143M1
34Nuveen, LLC$135M1
35Connor, Clark & Lunn Investment Management Ltd.$133M1
36CIBC Bancorp USA Inc.$128M1
37MACKENZIE FINANCIAL CORP$118M1
38Empyrean Capital Partners, LP$106M1
39EQUITY INVESTMENT CORP$100.0M1
40First Eagle Investment Management, LLC$98.3M1
41TODD ASSET MANAGEMENT LLC$96.3M1
42LPL Financial LLC$84.3M1
43LAZARD ASSET MANAGEMENT LLC$82.4M1
44Boston Partners$77.7M1
45NEW YORK STATE COMMON RETIREMENT FUND$76.5M1
46Qube Research & Technologies Ltd$75.3M1
47Energy Income Partners, LLC$69.0M1
48Capital Research Global Investors$68.8M1
49ALLIANCEBERNSTEIN L.P.$65.3M1
50Invesco Ltd.$64.3M1
51CITIGROUP INC$60.7M1
52American Assets Investment Management, LLC$60.5M1
53Clark Capital Management Group, Inc.$53.4M1
54Verition Fund Management LLC$49.2M1
55FIRST TRUST ADVISORS LP$48.5M1
56ADAGE CAPITAL PARTNERS GP, L.L.C.$44.6M1
57CHARLES SCHWAB INVESTMENT MANAGEMENT INC$42.7M1
58Creative Planning$42.4M1
59Cerity Partners LLC$40.1M1
60SEI INVESTMENTS CO$40.0M1
61CANTOR FITZGERALD, L. P.$39.8M1
62Yaupon Capital Management LP$38.3M1
63LMR Partners LLP$36.8M1
64JANE STREET GROUP, LLC$36.2M1
65Turas Capital Management LP$35.6M1
66Cetera Investment Advisers$33.2M1
67US BANCORP \DE\$33.2M1
68CIBC WORLD MARKET INC.$32.8M1
69Corient Private Wealth LLC$32.7M1
70NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$32.2M1
71MILLENNIUM MANAGEMENT LLC$32.1M1
72Quantinno Capital Management LP$31.9M1
73Mariner, LLC$31.7M1
74GUARDIAN CAPITAL LP$31.3M1
75Harvest Portfolios Group Inc.$30.3M1
76TruWealth Advisors, LLC$30.0M1
77Henshaw Capital LLC$29.5M1
78O'SHAUGHNESSY ASSET MANAGEMENT, LLC$29.4M1
79Bridgewater Associates, LP$29.0M1
80HighTower Advisors, LLC$28.3M1
81TWO SIGMA INVESTMENTS, LP$27.5M1
82Willis Johnson & Associates, Inc.$24.7M1
83ANCHOR CAPITAL ADVISORS LLC$24.4M1
84COMMONWEALTH EQUITY SERVICES, LLC$24.3M1
85Pinnacle Financial Partners, Inc.$24.1M1
86Tower Research Capital LLC (TRC)$23.3M1
87Americana Partners, LLC$22.9M1
88GRANDFIELD & DODD, LLC$22.8M1
89DAVENPORT & Co LLC$20.8M1
90Northwest & Ethical Investments L.P.$20.3M1
91TUDOR INVESTMENT CORP ET AL$20.0M1
92Aventail Capital Group, LP$19.8M1
93SAPIENT CAPITAL LLC$19.8M1
94COMMERCE BANK$19.8M1
95STANSBERRY ASSET MANAGEMENT, LLC$19.7M1
96Engineers Gate Manager LP$19.5M1
97QRG CAPITAL MANAGEMENT, INC.$18.7M1
98DEUTSCHE BANK AG\$18.6M1
99Quadrature Capital Ltd$18.5M1
100SCS Capital Management LLC$18.5M1
101M&T BANK CORP$18.5M1
1021832 Asset Management L.P.$18.4M1
103NATIONAL BANK OF CANADA /FI/$17.6M1
104BECKER CAPITAL MANAGEMENT INC$17.6M1
105Focus Partners Wealth$17.4M1
106Sanctuary Advisors, LLC$17.0M1
107MERCER GLOBAL ADVISORS INC /ADV$16.5M1
108Crossmark Global Holdings, Inc.$16.3M1
109TRUIST FINANCIAL CORP$16.1M1
110Van Hulzen Asset Management, LLC$16.1M1
111Vestmark Advisory Solutions, Inc.$15.6M1
112AQR CAPITAL MANAGEMENT LLC$15.6M1
113Optiver Holding B.V.$15.5M1
114EVERGREEN CAPITAL MANAGEMENT LLC$15.3M1
115Brooklyn Investment Group$15.2M1
116Eldred Rock Partners, LLC$15.2M1
117Trek Financial, LLC$15.1M1
118UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$14.9M1
119Edgemoor Investment Advisors, Inc.$14.6M1
120D.A. DAVIDSON & CO.$14.3M1
121OSAIC HOLDINGS, INC.$14.3M1
122Capital International Investors$14.2M1
123Squarepoint Ops LLC$13.8M1
124TOCQUEVILLE ASSET MANAGEMENT L.P.$13.4M1
125WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13.0M1
126OPPENHEIMER ASSET MANAGEMENT INC.$12.9M1
127NewEdge Advisors, LLC$12.9M1
128Pathstone Holdings, LLC$12.9M1
129Vanguard Personalized Indexing Management, LLC$12.8M1
130Prospera Financial Services Inc$12.8M1
131MML INVESTORS SERVICES, LLC$12.7M1
132MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$12.6M1
133Bragg Financial Advisors, Inc$12.5M1
134Callan Family Office, LLC$12.2M1
135FIRST NATIONAL BANK OF OMAHA$11.6M1
136Huber Capital Management LLC$10.9M1
137TD Waterhouse Canada Inc.$10.8M1
138THORNBURG INVESTMENT MANAGEMENT INC$10.6M1
139FEDERATED HERMES, INC.$10.4M1
140Curi Capital, LLC$10.4M1
141Cutler Capital Management, LLC$10.3M1
142Kestra Advisory Services, LLC$10.3M1
143SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.0M1
144Covalis Capital LLP$9.9M1
145KEYBANK NATIONAL ASSOCIATION/OH$9.5M1
146EAGLE GLOBAL ADVISORS LLC$9.5M1
147QUADRANT CAPITAL GROUP LLC$9.5M1
148Waverly Advisors, LLC$9.3M1
149Eastover Investment Advisors LLC$9.1M1
150CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$9.1M1
151&PARTNERS$9.0M1
152Foresight Global Investors, Inc.$9.0M1
153TOWNSQUARE CAPITAL LLC$8.8M1
154CHOREO, LLC$8.7M1
155Orion Porfolio Solutions, LLC$8.6M1
156GTS SECURITIES LLC$8.6M1
157NEW ENGLAND ASSET MANAGEMENT INC$8.3M1
158PINNACLE ASSOCIATES LTD$8.1M1
159Grantham, Mayo, Van Otterloo & Co. LLC$8.1M1
160GLENMEDE TRUST CO NA$8.0M1
161CI INVESTMENTS INC.$7.9M1
162Integrated Quantitative Investments LLC$7.7M1
163HENNESSY ADVISORS INC$7.6M1
164FIFTH THIRD BANCORP$7.5M1
165RITHOLTZ WEALTH MANAGEMENT$7.4M1
166Clearbridge Investments, LLC$7.4M1
167Archford Capital Strategies, LLC$7.4M1
168Y-Intercept (Hong Kong) Ltd$7.3M1
169RENAISSANCE GROUP LLC$7.2M1
170STATE STREET CORP$7.1M1
171MAI Capital Management$6.9M1
172Baird Financial Group, Inc.$6.8M1
173FACTORY MUTUAL INSURANCE CO$6.6M1
174Laird Norton Wetherby Trust Company, LLC$6.5M1
175ROYCE & ASSOCIATES LP$6.5M1
176Gradient Investments LLC$6.5M1
177PITTENGER & ANDERSON INC$6.4M1
178EXENCIAL WEALTH ADVISORS, LLC$6.3M1
179CIBC Asset Management Inc$6.3M1
180OLD NATIONAL BANCORP /IN/$6.3M1
181IEQ CAPITAL, LLC$6.2M1
182ADVOCATE GROUP LLC$6.2M1
183Kimelman & Baird, LLC$6.2M1
184Callodine Capital Management, LP$6.1M1
185OLD MISSION CAPITAL LLC$6.1M1
186Vident Advisory, LLC$5.9M1
187Bleakley Financial Group, LLC$5.9M1
188YHB Investment Advisors, Inc.$5.8M1
189CWM, LLC$5.7M1
190Gilman Hill Asset Management, LLC$5.7M1
191Brookmont Capital Management$5.6M1
192Naviter Wealth, LLC$5.6M1
193BLAIR WILLIAM & CO/IL$5.6M1
194Farringdon Capital, Ltd.$5.6M1
195FIDUCIARY TRUST CO$5.6M1
196Capital World Investors$5.5M1
197SIGNATUREFD, LLC$5.5M1
198Atria Investments, Inc$5.5M1
199Drum Hill Capital, LLC$5.4M1
200FIRST MANHATTAN CO. LLC.$5.4M1
201Concurrent Investment Advisors, LLC$5.3M1
202DELTEC ASSET MANAGEMENT LLC$5.3M1
203U.S. Capital Wealth Advisors, LLC$5.2M1
204DODGE & COX$5.1M1
205STEPHENS INC /AR/$5.1M1
206LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$5.0M1
207Aviso Financial Inc.$5.0M1
208Atlantic Union Bankshares Corp$4.9M1
209Ausdal Financial Partners, Inc.$4.9M1
210XTX Topco Ltd$4.9M1
211CHICAGO TRUST Co NA$4.8M1
212Fort Sheridan Advisors LLC$4.8M1
213Beacon Pointe Advisors, LLC$4.7M1
214INTREPID FAMILY OFFICE LLC$4.7M1
215NewEdge Wealth, LLC$4.6M1
216HF Advisory Group, LLC$4.6M1
217HOHIMER WEALTH MANAGEMENT, LLC$4.5M1
218OPPENHEIMER & CO INC$4.5M1
219Sequoia Financial Advisors, LLC$4.5M1
220HB Wealth Management, LLC$4.5M1
221GRIFFIN ASSET MANAGEMENT, INC.$4.4M1
222NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.4M1
223JCIC Asset Management Inc.$4.2M1
224BROWN ADVISORY INC$4.2M1
225Lido Advisors, LLC$4.1M1
226REGIONS FINANCIAL CORP$4.1M1
227Glass Wealth Management Co LLC$4.1M1
228Caprock Group, LLC$4.0M1
229Stamos Capital Partners, L.P.$3.9M1
230Vise Technologies, Inc.$3.9M1
231Palogic Value Management, L.P.$3.9M1
232UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.8M1
233DMKC Advisory Services, LLC$3.8M1
234HORAN Wealth, LLC$3.8M1
235Ashton Thomas Private Wealth, LLC$3.8M1
236Portside Wealth Group, LLC$3.8M1
237Marble Harbor Investment Counsel, LLC$3.8M1
238Clearstead Advisors, LLC$3.7M1
239Moors & Cabot, Inc.$3.7M1
240Columbia Asset Management$3.6M1
241Drexel Morgan & Co.$3.6M1
242ELEVATION POINT WEALTH PARTNERS, LLC$3.6M1
243Compound Planning, Inc.$3.5M1
244SCOTIA CAPITAL INC.$3.4M1
245PETTYJOHN, WOOD & WHITE, INC$3.4M1
246Private Advisor Group, LLC$3.4M1
247ASSETMARK, INC$3.4M1
248Nelson Capital Management, LLC$3.4M1
249Limestone Investment Advisors LP$3.3M1
250Steward Partners Investment Advisory, LLC$3.3M1
251Great Lakes Retirement, Inc.$3.3M1
252Westview Management dba Westview Investment Advisors$3.3M1
253BANK OF NOVA SCOTIA TRUST CO$3.3M1
254Allspring Global Investments Holdings, LLC$3.2M1
255Aaron Wealth Advisors LLC$3.2M1
256apricus wealth, LLC$3.2M1
257Caldwell Trust Co$3.1M1
258Baker Avenue Asset Management, LP$3.1M1
259BBR PARTNERS, LLC$3.1M1
260Perpetual Ltd$3.0M1
261Summit Trail Advisors, LLC$3.0M1
262Obermeyer Wealth Partners$3.0M1
263Galilei Investment Office LLP$3.0M1
264Independent Advisor Alliance$3.0M1
265REGATTA CAPITAL GROUP, LLC$3.0M1
266Mill Capital Management, LLC$2.9M1
267KANAWHA CAPITAL MANAGEMENT LLC$2.9M1
268Perigon Wealth Management, LLC$2.9M1
269Snowden Capital Advisors LLC$2.8M1
270Connective Portfolio Management, LLC$2.8M1
271Cannell & Spears LLC$2.8M1
272American Capital Advisory, LLC$2.8M1
273Stratos Wealth Partners, LTD.$2.7M1
274Advisors Asset Management, Inc.$2.7M1
275EP Wealth Advisors, LLC$2.7M1
276Dynasty Wealth Management, LLC$2.6M1
277Bank OZK$2.6M1
278BURNEY CO/$2.6M1
279Jefferies Financial Group Inc.$2.6M1
280Cornerstone Select Advisors, LLC$2.6M1
281Range Financial Group LLC$2.6M1
282Altrafin AG$2.6M1
283TRUSTMARK BANK TRUST DEPARTMENT$2.6M1
284Allworth Financial LP$2.5M1
285KESTRA PRIVATE WEALTH SERVICES, LLC$2.5M1
286POTOMAC FUND MANAGEMENT INC /ADV$2.5M1
287GREAT VALLEY ADVISOR GROUP, INC.$2.5M1
288Wilmington Savings Fund Society, FSB$2.5M1
289Howard Capital Management, LLC$2.5M1
290Hartree Partners, LP$2.5M1
291LEVEL FOUR ADVISORY SERVICES, LLC$2.4M1
292HOWE & RUSLING INC$2.4M1
293COOKSON PEIRCE & CO INC$2.4M1
294INSIGNEO ADVISORY SERVICES, LLC$2.4M1
295Blue Trust, Inc.$2.4M1
296World Investment Advisors$2.4M1
297WATERS PARKERSON & CO., LLC$2.4M1
298Altman Advisors, Inc.$2.4M1
299PCM Encore, LLC$2.4M1
300Schonfeld Strategic Advisors LLC$2.4M1
301EVOLVE PRIVATE WEALTH, LLC$2.4M1
302Cherokee Insurance Co$2.4M1
303ARS Wealth Advisors Group, LLC$2.4M1
304KING LUTHER CAPITAL MANAGEMENT CORP$2.3M1
305IAMS WEALTH MANAGEMENT, LLC$2.3M1
306Phoenix Financial Ltd.$2.3M1
307Savant Capital, LLC$2.3M1
308Leo Wealth, LLC$2.3M1
309Octavia Wealth Advisors, LLC$2.3M1
310Prosperity Consulting Group, LLC$2.2M1
311Merit Financial Group, LLC$2.2M1
312Avidian Wealth Enterprises, LLC$2.2M1
313RWA WEALTH PARTNERS, LLC$2.2M1
314SeaCrest Wealth Management, LLC$2.2M1
315Solstein Capital, LLC$2.2M1
316Mesirow Financial Investment Management, Inc.$2.2M1
317MONTAG A & ASSOCIATES INC$2.2M1
318PRINCIPAL SECURITIES, INC.$2.2M1
319Hilltop National Bank$2.1M1
320TCTC Holdings, LLC$2.1M1
321Kingsview Wealth Management, LLC$2.1M1
322Game Creek Capital, LP$2.1M1
323EXCALIBUR MANAGEMENT CORP$2.1M1
324Parrish Capital LLC$2.1M1
325RFG - Bristol Wealth Advisors, LLC$2.1M1
326AIGEN INVESTMENT MANAGEMENT, LP$2.1M1
327Smartleaf Asset Management LLC$2.0M1
328Empowered Funds, LLC$2.0M1
329BENJAMIN EDWARDS INC$2.0M1
330Herold Advisors, Inc.$2.0M1
331Recurrent Investment Advisors LLC$2.0M1
332Garrett Wealth Advisory Group, LLC$2.0M1
333Gibbs Wealth Management$2.0M1
334Baker Ellis Asset Management LLC$2.0M1
335MISSION WEALTH MANAGEMENT, LP$2.0M1
336Wealthspire Advisors, LLC$2.0M1
337Annis Gardner Whiting Capital Advisors, LLC$2.0M1
338LOWE BROCKENBROUGH & CO INC$2.0M1
339Checchi Capital Advisers, LLC$1.9M1
340Victrix Investment Advisors$1.9M1
341BROOKS, MOORE & ASSOCIATES, INC.$1.9M1
342PFG Investments, LLC$1.9M1
343BTC Capital Management, Inc.$1.9M1
344Frank, Rimerman Advisors LLC$1.9M1
345Barry Investment Advisors, LLC$1.9M1
346Parallax Volatility Advisers, L.P.$1.9M1
347Graham Capital Management, L.P.$1.8M1
348Retirement Planning Group, LLC$1.8M1
349Savvy Advisors, Inc.$1.8M1
350RESOLUTE CAPITAL, LLC$1.8M1
351Verdence Capital Advisors LLC$1.8M1
352Israel Discount Bank of New York$1.8M1
353denkapparat Operations GmbH$1.8M1
354Abel Hall, LLC$1.8M1
355Summit Financial, LLC$1.8M1
356Manske Wealth Management$1.8M1
357Coastal Bridge Advisors, LLC$1.8M1
358MOODY NATIONAL BANK TRUST DIVISION$1.7M1
359Ipswich Investment Management Co., Inc.$1.7M1
360Guardian Partners Inc.$1.7M1
361LEAVELL INVESTMENT MANAGEMENT, INC.$1.7M1
362Unified Investment Management$1.7M1
363CONTINENTAL ADVISORS LLC$1.7M1
364Sivia Capital Partners, LLC$1.7M1
365HARBOUR INVESTMENT MANAGEMENT LLC$1.7M1
366U S GLOBAL INVESTORS INC$1.7M1
367WealthTrust Axiom LLC$1.7M1
368Composition Wealth, LLC$1.7M1
369XY Capital Ltd$1.7M1
370JOHNSON INVESTMENT COUNSEL INC$1.7M1
371BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.7M1
372Strategic Global Advisors, LLC$1.6M1
373MATHER GROUP, LLC.$1.6M1
374SHUFRO ROSE & CO LLC$1.6M1
375Next Level Private LLC$1.6M1
376Evelyn Partners Investment Management LLP$1.6M1
377NICOLET BANKSHARES INC$1.6M1
378EARNEST PARTNERS LLC$1.6M1
379Cresset Asset Management, LLC$1.6M1
380Hilltop Holdings Inc.$1.6M1
381HUB Investment Partners, LLC$1.6M1
382PCB Capital LLC$1.5M1
383F/m Investments LLC$1.5M1
384Integrated Advisors Network LLC$1.5M1
385SAGESPRING WEALTH PARTNERS, LLC$1.5M1
386Qtron Investments LLC$1.5M1
387Glenview Trust Co$1.5M1
388AlphaCore Capital LLC$1.5M1
389Centiva Capital, LP$1.5M1
390May Hill Capital, LLC$1.5M1
391COLDSTREAM CAPITAL MANAGEMENT INC$1.5M1
392MARIETTA INVESTMENT PARTNERS LLC$1.5M1
393CSS LLC/IL$1.5M1
394Chicago Capital, LLC$1.5M1
395AE Wealth Management LLC$1.5M1
396Sowell Financial Services LLC$1.4M1
397Diversified Trust Co$1.4M1
398ABSHER WEALTH MANAGEMENT, LLC$1.4M1
399HBK Sorce Advisory LLC$1.4M1
400CHILTON CAPITAL MANAGEMENT LLC$1.4M1
401Ballentine Partners, LLC$1.4M1
402Texas Yale Capital Corp.$1.4M1
403Gateway Wealth Partners, LLC$1.4M1
404SWEENEY & MICHEL, LLC$1.4M1
405Apollon Wealth Management, LLC$1.4M1
406Great Diamond Partners, LLC$1.4M1
407Cyndeo Wealth Partners, LLC$1.4M1
408Vertrix Wealth Management, LLC$1.4M1
409GFS Advisors, LLC$1.4M1
410AMERICAN FINANCIAL GROUP INC$1.3M1
411HANCOCK WHITNEY CORP$1.3M1
412EVOKE WEALTH, LLC$1.3M1
413Crewe Advisors LLC$1.3M1
414Lebenthal Global Advisors, LLC$1.3M1
415INDEPENDENT FINANCIAL GROUP, LLC$1.3M1
416Aprio Wealth Management, LLC$1.3M1
417Emerald Investment Advisers, LLC$1.3M1
418Traynor Capital Management, Inc.$1.3M1
419NORDEN GROUP LLC$1.3M1
420Intrua Financial, LLC$1.2M1
421PROFUND ADVISORS LLC$1.2M1
422EPG Wealth Management LLC$1.2M1
423Rodgers Brothers Inc.$1.2M1
424Caption Management, LLC$1.2M1
425HOWLAND CAPITAL MANAGEMENT LLC$1.2M1
426Altshuler Shaham Ltd$1.2M1
427Family Manage LLC$1.2M1
428Equitable Holdings, Inc.$1.2M1
429One Wealth Advisors, LLC$1.2M1
430ClearAlpha Technologies LP$1.2M1
431SAGE RHINO CAPITAL LLC$1.2M1
432OpenArc Corporate Advisory, LLC$1.2M1
433Strait & Sound Wealth Management LLC$1.2M1
434HSBC HOLDINGS PLC$1.2M1
435Capital Investment Advisors, LLC$1.1M1
436Chesley Taft & Associates LLC$1.1M1
437Dorsey & Whitney Trust CO LLC$1.1M1
438INTRUST BANK NA$1.1M1
439FIDELIS CAPITAL PARTNERS, LLC$1.1M1
440Wealthcare Advisory Partners LLC$1.1M1
441HM PAYSON & CO$1.1M1
442Avantra Family Wealth, Inc.$1.1M1
443Net Worth Advisory Group$1.1M1
444FLPUTNAM INVESTMENT MANAGEMENT CO$1.1M1
445Gallacher Capital Management LLC$1.1M1
446PDS Planning, Inc$1.1M1
447SUMMITRY LLC$1.1M1
448COWA, LLC$1.1M1
449Fractal Investments LLC$1.1M1
450Crescent Sterling, Ltd.$1.1M1
451Aptus Capital Advisors, LLC$1.1M1
452Mutual Advisors, LLC$1.1M1
453Hudson Portfolio Management LLC$1.1M1
454GUGGENHEIM CAPITAL LLC$1.1M1
455CLIFFORD SWAN INVESTMENT COUNSEL LLC$1.1M1
456MSH Capital Advisors LLC$1.1M1
457London & Capital Asset Management Ltd$1.1M1
458Wedmont Private Capital$1.0M1
459CENTRAL TRUST Co$1.0M1
460FLAGSHIP HARBOR ADVISORS, LLC$1.0M1
461Glen Eagle Advisors, LLC$1.0M1
462B. Riley Wealth Advisors, Inc.$1.0M1
463Joel Isaacson & Co., LLC$1.0M1
464Gratus Wealth Advisors, LLC$1.0M1
465DENALI ADVISORS LLC$1.0M1
466NWAM LLC$990K1
467Finivi Inc.$989K1
468CURA WEALTH ADVISORS, LLC$989K1
469Alhambra Investment Management LLC$972K1
470Dynamic Advisor Solutions LLC$967K1
471CREDIT AGRICOLE S A$964K1
472Linden Thomas Advisory Services, LLC$962K1
473Kathmere Capital Management, LLC$953K1
474Haverford Trust Co$947K1
475Pingora Partners LLC$946K1
476OneDigital Investment Advisors LLC$945K1
477LOM Asset Management Ltd$935K1
478Aull & Monroe Investment Management Corp$932K1
479Landmark Wealth Management, LLC$930K1
480Fiera Capital Corp$930K1
481SALT Holding Corp.$924K1
482DIVERSIFY WEALTH MANAGEMENT, LLC$919K1
483Greenspring Advisors, LLC$913K1
484W ADVISORS, LLC$908K1
485Sigma Planning Corp$898K1
486Pitcairn Wealth Advisors LLC$897K1
487FIRST WILSHIRE SECURITIES MANAGEMENT INC$896K1
488SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$890K1
489ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$890K1
490Bright Futures Wealth Management, LLC.$888K1
491Choate Investment Advisors$887K1
492Artesa Financial Group, LLC$885K1
493PFG Advisors$882K1
494Koshinski Asset Management, Inc.$876K1
495Bryn Mawr Trust Advisors, LLC$875K1
496Envestnet Portfolio Solutions, Inc.$862K1
497Pines Wealth Management, LLC$862K1
498Frec Markets, Inc.$861K1
499Mitsubishi UFJ Asset Management Co., Ltd.$861K1
500EAGLE ROCK INVESTMENT COMPANY, LLC$860K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 2 sell
Congress net ($ bound)−$30.0K to −$2.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SHEL

RETAINED WINDOW · ACTIVE HITS

Zero hits on SHEL in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SHEL · financials and macro

Financials — as filed PLANNED

SHEL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SHEL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing