Congress trades

Shell plc (SHEL)

NYSE · Energy · 23 congress trades · last filed 11 months ago

20
Congress disclosures shown
28d
Median delay on the congress disclosures
of the 45 day limit
6 buys·14 sells
Purchases and sales in the disclosures shown
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About Shell plc

from the company's filings and listing, as of Oct 24, 2026
Exchange
NYSE
Sector
Energy
Industry
Oil & Gas Integrated
Chief executive
Wael Sawan
Employees
84,000
Listed since
-
Market value
$307.7B
Price to earnings (12 mo)
11.8
Net income per share, as reported (12 mo)
$9.26
Dividend yield
2.80%

www.shell.com

Earnings

6 reported quarters · next on Oct 29, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 30, 2026$3.52$3.23$94.7B$86.2BEPS beatRevenue beat
Q1 FY2026reported May 7, 2026$2.44$2.14$69.7B$77.5BEPS beatRevenue miss
Q4 FY2025reported Feb 5, 2026$1.14$1.21$64.1B$62.6BEPS missRevenue beat
Q3 FY2025reported Oct 30, 2025$1.86$1.72$67.7B$67.7BEPS beatRevenue in line
Q2 FY2025reported Jul 31, 2025$1.42$1.13$65.4B$70.2BEPS beatRevenue miss
Q1 FY2025reported May 2, 2025$1.84$1.54$69.2B$70.9BEPS beatRevenue miss

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
FMR LLC$6.8B87,332,346-10.5%3.13%
Fisher Asset Management, LLC$2.1B27,633,155+0.6%0.99%
Dimensional Fund Advisors LP$2.0B25,363,810+2.7%0.91%
Morgan Stanley$835.8M10,779,129+11.4%0.39%
Goldman Sachs Group Inc$818.9M10,560,692+112.1%0.38%
T. Rowe Price Associates, Inc.$762.6M9,835,553-6.9%0.35%
Orbis Allan Gray Ltd$686.0M8,847,436+115.1%0.32%
Mawer Investment Management Ltd.$621.4M8,013,792+12.5%0.29%
Bank of America Corp$597.8M7,709,715+1.9%0.28%
Arrowstreet Capital, Limited Partnership$521.6M6,727,122-6.5%0.24%
Franklin Templeton Inc$519.3M6,697,185-8.5%0.24%
Hotchkis & Wiley Capital Management LLC$480.7M6,199,706+0.9%0.22%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding SHEL

2 managers
ManagerValueSharesShare of book
Ray DalioBridgewater Associates$118.3M1,526,1630.5%
Empyrean Capital Partners$45.3M583,6881.5%

2 of the 97 fund managers we track list SHEL shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

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Congress trades in SHEL

20 disclosures of 23 on record · median 28d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Lisa C. McClainSpouseStockSale$1,001 - $15,000+51.0%After the saleS&P 500 +14.8% · +36.2 pts vs S&P 500Oct 14, 2025Nov 21, 202538d
Michael T. McCaulStockSale$1,001 - $15,000+50.7%After the saleS&P 500 +13.5% · +37.2 pts vs S&P 500Oct 2, 2025Nov 10, 202539d
Michael T. McCaulStockSale$1,001 - $15,000+50.5%After the saleS&P 500 +14.3% · +36.3 pts vs S&P 500Oct 15, 2025Nov 10, 202526d
Michael T. McCaulStockSale$15,001 - $50,000+43.3%After the saleS&P 500 +10.9% · +32.4 pts vs S&P 500Oct 27, 2025Nov 10, 202514d
Michael T. McCaulStockSale$15,001 - $50,000+52.8%After the saleS&P 500 +14.2% · +38.6 pts vs S&P 500Sep 19, 2025Oct 10, 202521d
Val T. HoyleSpouseStockSale$1,001 - $15,000+51.2%After the saleS&P 500 +14.2% · +37.0 pts vs S&P 500Sep 23, 2025Oct 10, 202517d
Val T. HoyleSpouseStockPurchase$1,001 - $15,000+65.7%S&P 500 +30.6% · +35.1 pts vs S&P 500Oct 29, 2024Sep 12, 2025318d
Michael T. McCaulStockSale$1,001 - $15,000+49.8%After the saleS&P 500 +20.1% · +29.7 pts vs S&P 500Aug 6, 2025Sep 11, 202536d
Michael T. McCaulStockSale$15,001 - $50,000+49.2%After the saleS&P 500 +19.6% · +29.7 pts vs S&P 500Aug 21, 2025Sep 11, 202521d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+58.5%S&P 500 +26.7% · +31.8 pts vs S&P 500Jun 9, 2025Aug 13, 202565d
Josh GottheimerJointStockSale$1,001 - $15,000+69.3%After the saleS&P 500 +40.0% · +29.4 pts vs S&P 500Apr 9, 2025May 14, 202535d
Bruce WestermanStockSale$1,001 - $15,000+67.3%After the saleS&P 500 +47.9% · +19.4 pts vs S&P 500Apr 21, 2025May 12, 202521d
Bruce WestermanStockPurchase$1,001 - $15,000+62.8%S&P 500 +30.1% · +32.7 pts vs S&P 500Mar 3, 2025Apr 16, 202544d
Josh GottheimerJointStockPurchase$1,001 - $15,000+62.8%S&P 500 +28.4% · +34.4 pts vs S&P 500Jan 16, 2025Feb 10, 202525d
Josh GottheimerJointStockSale$1,001 - $15,000+74.1%After the saleS&P 500 +25.2% · +48.8 pts vs S&P 500Dec 16, 2024Jan 14, 202529d
Morgan McGarveySpouseStockSale$1,001 - $15,000+65.2%After the saleS&P 500 +27.2% · +38.0 pts vs S&P 500Nov 13, 2024Dec 10, 202427d
John JamesStockSale$1,001 - $15,000+57.9%After the saleS&P 500 +38.0% · +19.9 pts vs S&P 500Sep 4, 2024Sep 6, 20242d
John JamesStockPurchase$1,001 - $15,000+64.9%S&P 500 +72.6% · -7.6 pts vs S&P 500Nov 10, 2023Sep 2, 2024297d
Josh GottheimerJointStockPurchase$1,001 - $15,000+47.7%S&P 500 +37.0% · +10.7 pts vs S&P 500Jul 5, 2024Aug 15, 202441d
Josh GottheimerJointStockSale$1,001 - $15,000+54.7%After the saleS&P 500 +39.2% · +15.5 pts vs S&P 500Jun 21, 2024Jul 9, 202418d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in SHEL, filterable by party, chamber, type and account.

Members of Congress reporting a position

3 members · estimate, as of Oct 23, 2026

3 members report a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Lucy McBathDemocrat · House$50,001 - $100,0000.9%
Jimmy PatronisRepublican · House$15,001 - $50,0001.3%
Josh GottheimerDemocrat · House$1,001 - $15,000<0.1%

Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Which members of Congress have traded SHEL?

Lisa C. McClain, Michael T. McCaul, Val T. Hoyle, Josh Gottheimer, Bruce Westerman, Morgan McGarvey and others disclosed SHEL transactions in the filings shown here.

Which members of Congress hold SHEL?

3 members of Congress report a position in SHEL in the estimate we hold as of Oct 23, 2026. The estimated positions belong to Lucy McBath, Jimmy Patronis and Josh Gottheimer. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

How quickly are SHEL trades disclosed?

Congressional disclosures took a median of 28 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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