SFG Wealth Management LLC. Acquires Shares of 5,711 Shell PLC Unsponsored ADR $SHEL

Posted by on Sep 6th, 2026

SFG Wealth Management LLC. bought a new position in Shell PLC Unsponsored ADR (NYSE:SHEL – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 5,711 shares of the energy company’s stock, valued at approximately $443,000.

A number of other hedge funds have also recently added to or reduced their stakes in SHEL. Cibc World Market Inc. increased its position in Shell by 66.3% during the 2nd quarter. Cibc World Market Inc. now owns 586,039 shares of the energy company’s stock worth $45,441,000 after purchasing an additional 233,634 shares during the period. Van ECK Associates Corp boosted its stake in shares of Shell by 44.3% in the second quarter. Van ECK Associates Corp now owns 643,152 shares of the energy company’s stock valued at $49,870,000 after buying an additional 197,551 shares in the last quarter. Cullen Capital Management LLC grew its holdings in Shell by 50.0% during the second quarter. Cullen Capital Management LLC now owns 448,464 shares of the energy company’s stock worth $34,774,000 after acquiring an additional 149,430 shares during the period. Bank of America Corp DE raised its position in Shell by 1.9% in the second quarter. Bank of America Corp DE now owns 7,709,715 shares of the energy company’s stock worth $597,811,000 after acquiring an additional 146,988 shares in the last quarter. Finally, Thornburg Investment Management Inc. lifted its holdings in Shell by 100.3% in the second quarter. Thornburg Investment Management Inc. now owns 228,036 shares of the energy company’s stock valued at $17,682,000 after acquiring an additional 114,162 shares during the period. Institutional investors and hedge funds own 28.60% of the company’s stock.

Shell Price Performance

Shell stock opened at $92.98 on Friday. The firm’s 50-day moving average is $87.65 and its two-hundred day moving average is $86.83. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.43 and a quick ratio of 1.12. The stock has a market capitalization of $260.67 billion, a P/E ratio of 10.26, a P/E/G ratio of 0.86 and a beta of 0.05. Shell PLC Unsponsored ADR has a 12-month low of $68.63 and a 12-month high of $94.90.

Shell (NYSE:SHEL – Get Free Report) last released its earnings results on Friday, July 31st. The energy company reported $3.52 EPS for the quarter, topping the consensus estimate of $3.23 by $0.29. Shell had a net margin of 8.55% and a return on equity of 14.34%. The firm had revenue of $94.66 billion during the quarter, compared to analysts’ expectations of $86.22 billion. Equities analysts predict that Shell PLC Unsponsored ADR will post 10.53 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on SHEL. Wells Fargo & Company upped their price target on shares of Shell from $100.00 to $105.00 and gave the stock an “equal weight” rating in a research note on Friday, July 31st. Zacks Research downgraded shares of Shell from a “strong-buy” rating to a “hold” rating in a report on Monday, May 25th. HSBC raised shares of Shell from a “hold” rating to a “buy” rating in a report on Monday, May 18th. Wall Street Zen raised Shell from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 8th. Finally, Weiss Ratings upgraded Shell from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, July 28th. Seven equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $107.46.

View Our Latest Stock Analysis on SHEL

Shell Company Profile

(Free Report)

Shell plc (NYSE: SHEL) is a global integrated energy company that operates across the full oil and gas value chain as well as in developing lower-carbon energy solutions. The company traces its roots to the early 20th century merger of Royal Dutch Petroleum and Shell Transport and Trading, and today it is organized to explore for and produce hydrocarbons, process and refine them, manufacture petrochemicals, and market fuel, lubricants and related products under the Shell brand around the world.

Shell’s principal activities include upstream exploration and production of oil and natural gas, integrated gas operations including liquefied natural gas (LNG), and downstream refining, supply and marketing.

Featured Stories

Want to see what other hedge funds are holding SHEL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Shell PLC Unsponsored ADR (NYSE:SHEL – Free Report).

Institutional Ownership by Quarter for Shell (NYSE:SHEL)

Receive News & Ratings for Shell Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Shell and related companies with MarketBeat.com's FREE daily email newsletter.