OTC· Crude Petroleum & Natural Gas· Inc. DC· CIK 0001306965

SHEL

Shell plc
$95.77 ▲ +0.17%
Prev close $95.61
Market cap$262.9B
ConsensusHold
12-mo target$103.75 (+8.3%)
▲ Bullish
Analyst conviction 6/10
High Impact Filing (7/10)34 New Institutional Positions16 Institutional Exits Traditional Energy
Snapshot
The big-picture read on SHEL right now — valuation, ownership and activity at a glance.
Market Cap
$262.9B
Cap Size
Mega Cap
Analyst Consensus
Buy (56%)
Inst. Holders
50 funds
Inst. Value
$22.8B
Inst. Activity
34 buys / 16 sells
Social Sentiment
50° Neutral
SEC Reports
15
Press Releases
20
Congressional
2 trades
Price chart 30d +3.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Analyst ratings buy % +3.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Hold 56% rate it Buy or better · 25 analysts
Strong Buy 3 12% Buy 11 44% Hold 11 44% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 28, 2026TD CowenMAINTAINBuy 56%
Sep 3, 2026Piper SandlerMAINTAINNeutral 54%
Aug 3, 2026Piper SandlerMAINTAINNeutral 54%
Jul 31, 2026Wells FargoMAINTAINEqual-Weight 54%
Jul 20, 2026MizuhoINITIATENeutral 52%
May 21, 2026JefferiesMAINTAINBuy 53%
Apr 22, 2026ScotiabankMAINTAINSector Outperform 56%
Apr 10, 2026TD CowenMAINTAINBuy 56%
Apr 9, 2026Wells FargoMAINTAINEqual-Weight 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026311110056%
Aug 1, 2026411100060%
Jul 1, 2026411100060%
Jun 1, 2026312100060%
May 1, 2026211130050%
Apr 1, 2026212130052%
Mar 1, 2026212130052%
Feb 1, 2026211130050%
Price targets
Where 15 covering analysts think SHEL trades over the next 12 months.
$103.75 +8.3% upside Buy
Current$95.77 Low$83.00 Median$101.00 High$123.00 15 analysts
$83.00$123.00
Analyst rating Buy· 2.2/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
2 mentions 0 bullish 0 bearish 2 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 0 bullish, 1 bearish, 1 mixed, 13 neutral · avg impact 3.3/10.Plus 20 press releases.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 2, 2026
other
Transaction in Own Shares
Transaction in Own Shares
Oct 1, 2026
other
Transaction in Own Shares
Transaction in Own Shares
Oct 1, 2026
announcement
Total Voting Rights
Total Voting Rights
Oct 1, 2026
short_volume
Short Volume: SHEL — 64.2% short (1.3M / 2.0M)
Short: 1,307,111 | Exempt: 7,888 | TRF Vol: 2,036,266 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
other
Transaction in Own Shares
Transaction in Own Shares
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$3.20$2.60–$4.0971.8%+14.8%—$103.6B5
Next Q$3.02$2.49–$3.58165.2%+31.8%—$100.0B4
Current FY$11.92$9.97–$13.4589.3%+9.8%2↑ 0↓$336.9B9
Next FY$10.30$8.56–$12.89-13.6%+16.3%1↑ 2↓$315.6B10
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$3.196—
7d ago$3.147+0.049
30d ago$2.784+0.412
60d ago$2.753+0.443
90d ago$2.684+0.512
Institutional ownership
Which big funds own SHEL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $22.8B total value (293,268,543 shares) as of 2026-Q2. Top holders: FMR, Fisher, DIMENSIONAL. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
FMR LLC87,332,346$6.8B29.7%—
Fisher Asset Management, LLC27,633,155$2.1B9.4%—
DIMENSIONAL FUND ADVISORS LP25,363,810$2.0B8.6%—
MORGAN STANLEY10,779,129$835.8M3.7%—
GOLDMAN SACHS GROUP INC10,560,692$818.9M3.6%DOUBLED +112.1%
Orbis Allan Gray Ltd8,847,436$686.0M3.0%DOUBLED +115.1%
Mawer Investment Management Ltd.8,013,792$621.4M2.7%—
BANK OF AMERICA CORP /DE/7,709,715$597.8M2.6%—
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP6,727,122$521.6M2.3%—
FRANKLIN RESOURCES INC6,697,185$519.3M2.3%—
Recent position changes
FundActionPrevCurrentChangeValue
GOLDMAN SACHS GROUP INCDOUBLED4,979,78610,560,692+112.1%$818.9M
Orbis Allan Gray LtdDOUBLED4,113,7108,847,436+115.1%$686.0M
CITADEL ADVISORS LLCADD2,266,4513,886,862+71.5%$301.6M
RENAISSANCE TECHNOLOGIES LLCNEW—2,695,452—$209.0M
Holocene Advisors, LPNEW—2,633,066—$204.2M
TORONTO DOMINION BANKDOUBLED14,1222,448,386+17237.4%$189.8M
BANK OF MONTREAL /CAN/TRIM3,862,5242,093,979-45.8%$162.4M
VICTORY CAPITAL MANAGEMENT INCTRIM2,884,3392,039,770-29.3%$158.2M
Nuveen, LLCADD1,447,9421,865,266+28.8%$144.6M
Bridgewater Associates, LPDOUBLED312,1571,526,163+388.9%$118.3M
Congressional trades
SHEL trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 2 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 23, 2026Michael McCaulRHOUSESELL$1,001 - $15,000Shell PLCMay 11, 2026(19d)
Mar 31, 2026Michael McCaulRHOUSESELL$15,001 - $50,000Shell PLCApr 10, 2026(11d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SHEL.
Shares short
19,927,390
Settlement Sep 15, 2026
Change vs prior
-14.2%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈0.7%
Estimate — not % of float
All SHEL filing & press-release reports (45)