Neville Rodie & Shaw Inc. Has $5.38 Million Holdings in Shell PLC Unsponsored ADR $SHEL

Neville Rodie & Shaw Inc. decreased its stake in Shell PLC Unsponsored ADR (NYSE:SHEL) by 13.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 73,150 shares of the energy company’s stock after selling 10,900 shares during the period. Neville Rodie & Shaw Inc.’s holdings in Shell were worth $5,375,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the stock. Brighton Jones LLC grew its position in Shell by 51.7% in the 4th quarter. Brighton Jones LLC now owns 7,463 shares of the energy company’s stock worth $468,000 after purchasing an additional 2,545 shares during the last quarter. Natixis Advisors LLC lifted its stake in shares of Shell by 13.2% in the third quarter. Natixis Advisors LLC now owns 1,445,346 shares of the energy company’s stock valued at $103,386,000 after buying an additional 167,983 shares during the period. Allied Investment Advisors LLC grew its position in Shell by 3.5% during the third quarter. Allied Investment Advisors LLC now owns 191,732 shares of the energy company’s stock worth $13,715,000 after buying an additional 6,546 shares in the last quarter. Alteri Wealth LLC bought a new position in Shell during the second quarter valued at about $258,000. Finally, First Horizon Corp acquired a new position in Shell in the 3rd quarter valued at approximately $748,000. 28.60% of the stock is currently owned by institutional investors and hedge funds.

Shell Price Performance

Shares of SHEL stock opened at $91.24 on Friday. The stock’s fifty day simple moving average is $79.64 and its 200 day simple moving average is $75.47. Shell PLC Unsponsored ADR has a one year low of $58.54 and a one year high of $92.95. The firm has a market cap of $258.39 billion, a price-to-earnings ratio of 15.21, a P/E/G ratio of 2.01 and a beta of 0.14. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.30 and a quick ratio of 1.03.

Shell (NYSE:SHEL) last released its quarterly earnings data on Thursday, February 5th. The energy company reported $1.14 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.21 by ($0.07). Shell had a return on equity of 10.34% and a net margin of 6.52%.The company had revenue of $64.09 billion for the quarter, compared to analyst estimates of $65.82 billion. On average, analysts expect that Shell PLC Unsponsored ADR will post 7.67 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on SHEL shares. Weiss Ratings lowered Shell from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, March 5th. UBS Group cut Shell from a “buy” rating to a “neutral” rating in a research report on Tuesday, November 25th. Royal Bank Of Canada lowered shares of Shell from an “outperform” rating to a “sector perform” rating in a report on Monday, January 26th. Bank of America cut shares of Shell from a “buy” rating to a “neutral” rating in a research note on Friday, December 5th. Finally, Piper Sandler lifted their target price on shares of Shell from $89.00 to $106.00 and gave the company an “overweight” rating in a research report on Thursday, March 12th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat.com, Shell has an average rating of “Hold” and a consensus target price of $84.05.

Shell News Summary

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Continued buyback activity — Shell confirmed on 18–19 Mar that it purchased large blocks of its own shares for cancellation as part of the February buy-back programme, which supports EPS and signals shareholder-return priority. Transaction in Own Shares (19 Mar)
• Positive Sentiment: Portfolio recycling — Shell agreed to sell Jiffy Lube International, continuing a strategy to divest non-core assets and redeploy capital into higher-return areas; retains long-term supply ties that preserve lubricant demand. Shell Jiffy Lube Sale Highlights Capital Recycling
• Neutral Sentiment: Company statement and safety update — Shell posted an official Qatar update saying staff are safe and it is working with partners and authorities; provides limited detail while assessments continue. Useful for operational clarity but not yet conclusive on downtime. Shell update on its facilities in Qatar
• Neutral Sentiment: Market reaction context — Coverage notes Shell “snapped” a multi-session winning streak as the market digested the Qatar developments; this explains short-term selling pressure but could reverse as more facts emerge. Shell snaps six straight sessions of gains
• Negative Sentiment: Pearl GTL damage and production halt — Iranian missile strikes at Ras Laffan reportedly caused damage and fires at the Pearl GTL plant (100% Shell interest). One train sustained damage and production was halted, raising near-term supply disruption risk for GTL products and pressuring sentiment. Shell Says Production at Pearl GTL Plant in Qatar Halted After Iranian Attack
• Negative Sentiment: Energy-market ripple — Reports the attacks pushed oil above $109 and rattled LNG/GTL markets; higher commodity prices can help margins but immediate uncertainty and potential prolonged outages create investor risk. Oil Prices Soar Past $109 as Iranian Strikes Target Shell and Exxon Energy Sites
• Negative Sentiment: Environmental/regulatory headline — Reporting that a Shell cracker exceeded permitted pollution levels (with no new fines recently) adds an ESG/regulatory overhang that could attract scrutiny or remediation costs. How Shell’s cracker has polluted more than permitted

Shell Company Profile

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.