Alpine Bank Wealth Management’s Shell SHEL Stock Holding History

Alpine Bank Wealth Management’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	$186K	Hold	2,400	–	–	0.02%	178
2026 Q1	$223K	Buy	+2,400	New	+$194K	0.03%	155
2025 Q4	–	Sell	-2,400	Closed	-$172K	–	356
2025 Q3	$172K	Hold	2,400	–	–	0.02%	167
2025 Q2	$169K	Sell	2,400 -844	-26%	-$56.6K	0.03%	157
2025 Q1	$238K	Buy	+3,244	New	+$219K	0.04%	128

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Alpine Bank Wealth Management's SHEL Position: Q2 2026 in Review

Alpine Bank Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 2,400 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #178.

Alpine Bank Wealth Management first reported a position in SHEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $238K in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Alpine Bank Wealth Management held 2,400 shares of Shell worth $186K as of Q2 2026.
Alpine Bank Wealth Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.02% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #178 holding.
Alpine Bank Wealth Management first reported a position in Shell in Q1 2025 and has held it in 5 quarters since.
Alpine Bank Wealth Management's Shell position peaked at $238K in Q1 2025.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.