1SB
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1ST Source Bank’s Shell SHEL Stock Holding History

1ST Source Bank’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Sell
2,860
-26
-0.9% -$2.24K 0.01% 273
2026
Q1 		$268K Buy
2,886
+8
+0.3% +$646 0.01% 257
2025
Q4 		$211K Sell
2,878
-181
-6% -$13.3K 0.01% 271
2025
Q3 		$219K Hold
3,059
– – 0.01% 258
2025
Q2 		$215K Buy
+3,059
New +$205K 0.01% 260

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

1ST Source Bank's SHEL Position: Q2 2026 in Review

1ST Source Bank reduced its Shell (SHEL) stake by 0.9% in Q2 2026, selling an estimated $2.24K and leaving 2,860 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #273.

1ST Source Bank first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $268K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • 1ST Source Bank held 2,860 shares of Shell worth $222K as of Q2 2026.
  • 1ST Source Bank sold 26 Shell shares in Q2 2026, an estimated $2.24K.
  • Shell made up 0.01% of 1ST Source Bank's portfolio in Q2 2026, its #273 holding.
  • 1ST Source Bank first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
  • 1ST Source Bank's Shell position peaked at $268K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.