Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of SHEL revenue | Skew |
|---|---|---|---|
| RIGTransocean Ltd. | 33.00% | 0.46% | 72× |
| PRPermian Resources Corp | 31.00% | 0.02% | 1,619× |
| HLXHelix Energy Solutions Group Inc | 18.00% | 0.08% | 220× |
| NENoble Corp plc | 12.30% | 0.14% | 87× |
| CHRDChord Energy Corp | 11.00% | 0.19% | 58× |
| KOSKosmos Energy Ltd. | 10.00% | 0.05% | 221× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“As of December 31, 2025 and December 31, 2024, only one customer, Shell, accounted for 10% or more of our total trade accounts receivable (approximately 14% and 18%, respectively).”
FILING10-K0001534504-26-000010cik 0001534504disclosed by PBF
“The percentages of consolidated revenue from major customers (those representing 10% or more of our consolidated revenues) were as follows: 2025 — Shell ( 18 %) and Petrobras ( 10 %);”
$232M relationship220× more of HLX’s book than SHEL’s
basisHLX fy2025 · closed 2025-12 $1.3BSHEL fy2024 · closed 2024-12 $284B
“ExxonMobil and Shell plc accounted for approximately 22.1% and 12.3%, respectively, of our consolidated operating revenues for the year ended December 31, 2024, and operations in the US Gulf, Guyana, and the North Sea accounted for approximately 22.4%, 22.1%, and 17.8%, respectively, of our consolidated operating revenues for the year ended December 31, 2024.”
$404M relationship87× more of NE’s book than SHEL’s
basisNE fy2025 · closed 2025-12 $3.3BSHEL fy2024 · closed 2024-12 $284B
“We provide seaborne transportation and distribution services for LPG, ethane, ethylene, petrochemical gases and ammonia to: • Major Oil and Gas Companies, such as ExxonMobil, ENI, BP, Shell and Phillips 66;”
FILING20-F0001628280-26-017320cik 0001581804disclosed by NVGS
“The table below summarizes the purchasers that accounted for 10% or more of the Company's total net revenues for the periods presented: Year Ended December 31, 2024 2023 2022 Shell Trading (US) Company 31 % 20 % 21 % Enterprise Crude Oil, LLC 19 % 30 % 18 % BP America 11 % 20 % 34 % During these periods, no other purchaser accounted for 10% or more of the Company's net revenues.”
$54M relationship1,619× more of PR’s book than SHEL’s
basisPR fy2025 · closed 2025-12 $176MSHEL fy2024 · closed 2024-12 $284B
“For the year ended December 31, 2024, Shell plc (together with its affiliates, "Shell"), Petróleo Brasileiro S.A. (together with its affiliates, "Petrobras") and Equinor ASA (together with its affiliates, "Equinor") represented 27 percent, 21 percent and 13 percent, respectively, of our consolidated operating revenues.”
$1.1B relationship72× more of RIG’s book than SHEL’s
basisRIG fy2025 · closed 2025-12 $4.0BSHEL fy2024 · closed 2024-12 $284B
“We are also able to leverage our scale to enhance efficiencies, including capturing competitive pricing terms and offering multiple fuel branding options for our customers through our strong relationships with our major fuel supply partners such as: BP, ExxonMobil, Marathon, Motiva, Shell, and Valero.”
FILING10-K0001193125-26-131747cik 0002080921disclosed by APC
“For the year ended December 31, 2022, sales to Phillips 66 Company and Shell Trading (US) Company accounted for approximately 17 % and 11 %, respectively, of the Company's total product sales.”
$536M relationship58× more of CHRD’s book than SHEL’s
basisCHRD fy2025 · closed 2025-12 $4.9BSHEL fy2024 · closed 2024-12 $284B
“Current customers include various governmental agencies, such as the Federal Emergency Management Agency, U.S. Army, U.S. Air Force, National Oceanic and Atmospheric Administration, U.S. Forest Service and U.K. Ministry of Defence, as well as other organizations, such as BP, Shell and The Salvation Army.”
FILING10-K0001366868-25-000033cik 0001366868disclosed by GSAT
“Years ended December 31, 2025 2024 2023 (Percentage) Customer BP Oil Supply 11 % 10 % 2 % Shell Trading (US) Company 10 % 5 % 14 %”
$129M relationship221× more of KOS’s book than SHEL’s
basisKOS fy2025 · closed 2025-12 $1.3BSHEL fy2024 · closed 2024-12 $284B
FILING
“Our aerogel insulation has undergone rigorous technical validation and is used by many of the world's largest oil producers and the owners and operators of refineries, petrochemical plants, LNG facilities and power generating and distribution assets, such as ExxonMobil, Reliance Industries, PTT LNG, and Royal Dutch Shell.”
FILING10-K0001193125-26-106453cik 0001145986disclosed by ASPN
“In August 2022, the Company announced a long-term agreement with Shell NA LNG, LLC for the purpose of supply marine liquefied natural gas (LNG). The agreement, committing the parties for a period of ten years, secures the supply of LNG for the Company's ten 15,000 TEU LNG-fueled vessels.”
FILING20-F0001178913-26-000784cik 0001654126disclosed by ZIM
“The following list represents some of the global energy and commodities companies that charter vessels from our Pools: Shell, Vitol, Trafigura, ExxonMobil, Emirates National Oil Company, U.A.E. ("ENOC"), Sinochem, ADNOC, BHP, ENI, Total, PTT, Bahri, LDC., Reliance, Glencore, Unipec, Equinor, Chevron Corporation and BP. Heidmar also maintains relationships with reliable suppliers including: Chevron Corporation, Vitol, Trafigura, Peninsula Pacific, Glencore, PetroChina Company Limited and NorthStar.”
FILING20-F0001193125-26-197112cik 0002029471disclosed by HMR
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0001628280-25-006184cik 0001895262disclosed by NE
FILING10-K0001658566-25-000014cik 0001658566disclosed by PR
FILING10-K0001451505-25-000018cik 0001451505disclosed by RIG
Shell plc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Mining
Prev close 98.92 · gapped below the open, then crossed back over prior close. High/low 99.10 at 1:45 pm ET, 96.41 at 4:15 am ET.
Shell plc has 11 disclosed suppliers and 2 disclosed customers. Each one is named in an SEC filing, either Shell plc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
SHEL (Shell plc) has 11 disclosed suppliers and 2 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: HMR −3.55%, in industrials & materials.