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AMG National Trust Bank’s Shell SHEL Stock Holding History

AMG National Trust 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 		$555K Sell
7,152
-467
-6% -$40.3K 0.01% 317
2026
Q1 		$709K Buy
7,619
+1,395
+22% +$113K 0.02% 345
2025
Q4 		$457K Buy
6,224
+1,330
+27% +$98K 0.01% 356
2025
Q3 		$350K Buy
4,894
+158
+3% +$11.4K 0.01% 381
2025
Q2 		$333K Buy
4,736
+141
+3% +$9.45K 0.01% 373
2025
Q1 		$337K Buy
+4,595
New +$310K 0.01% 369
2024
Q4 		– Sell
-4,231
Closed -$279K – 467
2024
Q3 		$279K Sell
4,231
-2,171
-34% -$154K 0.01% 394
2024
Q2 		$462K Buy
+6,402
New +$458K 0.01% 353

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

AMG National Trust Bank's SHEL Position: Q2 2026 in Review

AMG National Trust Bank reduced its Shell (SHEL) stake by 6.1% in Q2 2026, selling an estimated $40.3K and leaving 7,152 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #317.

AMG National Trust Bank first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $709K in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • AMG National Trust Bank held 7,152 shares of Shell worth $555K as of Q2 2026.
  • AMG National Trust Bank sold 467 Shell shares in Q2 2026, an estimated $40.3K.
  • Shell made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #317 holding.
  • AMG National Trust Bank first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
  • AMG National Trust Bank's Shell position peaked at $709K in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.