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Advantage Trust Company’s Shell SHEL Stock Holding History

Advantage Trust Company’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 		$17.8K Buy
+229
New +$19.8K 0.01% 151
2025
Q4 		– Sell
-229
Closed -$16.4K – 177
2025
Q3 		$16.4K Hold
229
– – 0.01% 151
2025
Q2 		$16.1K Buy
+229
New +$15.3K 0.01% 170

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

Advantage Trust Company's SHEL Position: Q2 2026 in Review

Advantage Trust Company opened a new position in Shell (SHEL) in Q2 2026: 229 shares worth $17.8K. The stake represents 0.01% of the portfolio and ranks #151 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in SHEL as recently as Q3 2025.

Advantage Trust Company first reported a position in SHEL in Q2 2025 and has held it in 3 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Advantage Trust Company held 229 shares of Shell worth $17.8K as of Q2 2026.
  • Shell was a new Advantage Trust Company position in Q2 2026.
  • Shell made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #151 holding.
  • Advantage Trust Company first reported a position in Shell in Q2 2025 and has held it in 3 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.