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SHEL

Shell plc

Sector: energyOil & Gas IntegratedNYSEMarket Cap: $228.97B

Shell plc is a global integrated energy company with minimal direct US political exposure, characterized by a single $15,450 federal contract, no lobbying spend, and a pattern of congressional sales.

Govt Dependence
1/100
Regulatory Density
85/100
Lobbying Intensity
0/100
Political Signal
BEARISH

BusinessWhat SHEL does

Shell plc is an integrated oil and gas company engaged in the exploration, production, refining, and marketing of hydrocarbons and related products. Its revenue lines include upstream oil and gas production, integrated gas and renewables, downstream refining and chemicals, and marketing operations. The company operates globally with significant exposure to energy commodity prices and international regulatory environments.

12 months past · 3 months futureSHEL activity timeline

$97$83$68 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 28 $94.15 hi $70.31 lo $88.38 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 27 Michael T. McCaul (R) · Sale · 2026-04-07Michael T. McCaul (R) · Sale · 2026-04-23Michael T. McCaul (R) · Sale · 2026-04-24Michael T. McCaul (R) · Sale · 2026-03-31Lisa C. McClain (R) · sale · 2025-10-14Lisa C. McClain (R) · Sale · 2025-10-14Michael T. McCaul (R) · Sale · 2025-10-15Michael T. McCaul (R) · Sale · 2025-10-27Michael T. McCaul (R) · sale · 2025-10-27Michael T. McCaul (R) · Sale · 2025-10-02Michael T. McCaul (R) · sale · 2025-10-02Michael T. McCaul (R) · sale · 2025-10-15Michael T. McCaul (R) · sale · 2025-09-19Val T. Hoyle (D) · Sale · 2025-09-23Michael T. McCaul (R) · Sale · 2025-09-19Val T. Hoyle (D) · sale · 2025-09-23Michael T. McCaul (R) · Sale · 2025-08-21Michael T. McCaul (R) · sale · 2025-08-06Michael T. McCaul (R) · sale · 2025-08-21Michael T. McCaul (R) · Sale · 2025-08-06 Two Sigma Investments · + $27500M · 2026-03-31D.E. Shaw & Co. · + $453M · 2025-12-31D.E. Shaw & Co. · + $399M · 2025-09-30Citadel Advisors · holds $178M · 2025-12-31Citadel Advisors · + $176M · 2025-09-30Bridgewater Associates · - $80M · 2025-09-30Bridgewater Associates · - $74M · 2025-12-31Renaissance Technologies · + $73M · 2025-09-30Renaissance Technologies · - $65M · 2025-12-31 S.1020 · enacted · 2026-05-11HR.2504 · markup · 2026-03-26S.881 · committee · 2025-09-10 MARKUP · Senate Energy and Natural Resources · 2026-07-29MARKUP · Senate Foreign Relations · 2026-07-30
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
249 trading days · 20 congressional trades shown · 0 insider buys · 9 13F filings · 3 past bill actions · 2 upcoming markups

Lifetime Government AwardsSHEL federal contracts by year

$96K
total awarded · 2009–2021
7
contracts on file
2010
peak year ($29K)
$29K $14K 2009: $0 across 1 contract $0 2009 2010: $29K across 2 contracts (peak year) $29K 2010 2 contracts 2011: $15K across 1 contract $15K 2011 2012: $8K across 1 contract $8K 2012 2015: $28K across 1 contract $28K 2015 2021: $15K across 1 contract $15K 2021
Top contracts by award amount
$28K Department of the Interior 2015-07-24 IGF::OT::IGF, CONEY, SHELL OFFSHORE BSEE
$17K Agency for International Developmen 2010-10-29 THIS BLANKET PURCHASE ORDER IS ISSUED FOR USAID FUELTAS::72 1035::TAS
$15K Department of Homeland Security 2021-07-26 OUTER CONTINENTAL SHELF TRAINING COURSE (COURSE 250269)
$15K Agency for International Developmen 2011-12-05 SHELL FUEL CARD - TO COVER USAGE: (SUPER&DIESEL) FOR THE ENTIRE MISSIO
$11K Agency for International Developmen 2010-11-16 ORDER TO SUPPLY FUEL TO THE GENERATORS TAS::72 4513::TAS
13 years · 7 contracts

Smart Money · 13F HoldingsHedge funds holding SHEL

$28.23B
Total SHEL held by tracked 13F funds
5
Funds with SHEL positions
Two Sigma Investments $27.50B +3951% 4 overlap 2026-03-31
D.E. Shaw & Co. $453M +10% 8 overlap 2025-12-31
Citadel Advisors $178M holds 8 overlap 2025-12-31
Bridgewater Associates $74M -10% 8 overlap 2025-12-31
Millennium Management $27M -30% 2025-12-31

Politicians Trading SHELMembers of Congress with recent SHEL positions

7 politicians traded SHEL across 38 disclosed transactions totaling $525K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just SHEL). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading SHEL

2026-04-07 Michael T. McCaul R-Texas · house Sale $15,001 - $50,000
2026-04-23 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000
2026-04-24 Michael T. McCaul R-Texas · house Sale $15,001 - $50,000
2026-03-31 Michael T. McCaul R-Texas · house Sale $15,001 - $50,000
2025-10-14 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2025-10-14 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
2025-10-15 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000
2025-10-27 Michael T. McCaul R-Texas · house Sale $15,001 - $50,000
2025-10-27 Michael T. McCaul R-Texas · house sale $15,001 - $50,000
2025-10-02 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000
2025-10-02 Michael T. McCaul R-Texas · house sale $1,001 - $15,000
2025-10-15 Michael T. McCaul R-Texas · house sale $1,001 - $15,000
30+ trades on file · most recent 2026-05-11

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills Affecting SHELLive legislation impacting this stock

Political ProfileWhere SHEL sits in Washington

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STRUCTURAL: High regulatory density from 8 energy-sector bills (`Recent bill_impacts`) but zero lobbying spend (`get_political_influence.lobbying.total_income`). EVIDENTIARY: Consistent selling by 3 congressional traders over 12 months (`Top congressional traders`), zero corporate insider buys in 180 days (`get_corporate_insider_signal.total_buys`), and negligible federal contract revenue of $15,450 (`get_government_precedent.federal_contracts_summary[0].total_obligation`). Net: Evidentiary selling pressure and lack of structural advocacy outweighs broad sectoral regulatory exposure.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Broad legislative impact from multiple energy-sector bills
    US Congress
    "`Recent bill_impacts` lists 8 bills with non-zero estimated revenue impacts on the energy sector."

Regulatory opportunities

  • Department of Homeland Security
    "`get_government_precedent.federal_contracts_summary[0]` shows one contract for $15,450."

Capitol Hill AlliesChampions & critics

Congressional champions

  • No specific congressional champions identified.
Member intelligence layer

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Frequently AskedAbout SHEL & political exposure

Does Shell plc (SHEL) hold federal contracts?
Yes. Shell plc has 7 federal contract awards totaling $95,560, primarily from agencies including Agency for International Development, Department of Homeland Security, Department of the Interior. See full contract list and amounts on this page.
Has Congress traded SHEL stock?
50 congressional trades by 8 unique members of Congress, most recently on 2026-04-24. See the Congressional Trading panel for politician-by-politician breakdown.
What is SHEL political risk profile?
Government dependence: 1/100. Lobbying intensity: 0/100. Political signal: bearish. Donor party split: R 0% / D 0%.
How does GovGreed track SHEL political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. SHEL data is updated daily from these official federal sources.