Atlantic Union Bankshares’s Shell SHEL Stock Holding History

Atlantic Union Bankshares’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 Q1	$7.42M	Sell	79,822 -22,392	-22%	-$1.81M	0.14%	149
2025 Q4	$7.51M	Sell	102,214 -6,237	-6%	-$459K	0.14%	141
2025 Q3	$7.76M	Sell	108,451 -1,693	-2%	-$122K	0.15%	141
2025 Q2	$7.76M	Buy	110,144 +104,507	+1,854%	+$7.01M	0.18%	122
2025 Q1	$413K	Hold	5,637	–	–	0.03%	244
2024 Q4	$353K	Hold	5,637	–	–	0.02%	255
2024 Q3	$372K	Hold	5,637	–	–	0.02%	255
2024 Q2	$407K	Hold	5,637	–	–	0.03%	251
2024 Q1	$378K	Hold	5,637	–	–	0.03%	227
2023 Q4	$371K	Hold	5,637	–	–	0.03%	231
2023 Q3	$363K	Sell	5,637 -81	-1%	-$5.04K	0.04%	226
2023 Q2	$345K	Hold	5,718	–	–	0.03%	240
2023 Q1	$329K	Hold	5,718	–	–	0.03%	231
2022 Q4	$326K	Hold	5,718	–	–	0.03%	218
2022 Q3	$285K	Hold	5,718	–	–	0.03%	215
2022 Q2	$299K	Hold	5,718	–	–	0.03%	216
2022 Q1	$314K	Buy	+5,718	New	+$304K	0.03%	219

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atlantic Union Bankshares's SHEL Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its Shell (SHEL) stake by 22% in Q1 2026, selling an estimated $1.81M and leaving 79,822 shares worth $7.42M. The position accounts for 0.14% of the portfolio, ranked #149.

Atlantic Union Bankshares first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.76M in Q3 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Atlantic Union Bankshares held 79,822 shares of Shell worth $7.42M as of Q1 2026.
Atlantic Union Bankshares sold 22,392 Shell shares in Q1 2026, an estimated $1.81M.
Shell made up 0.14% of Atlantic Union Bankshares's portfolio in Q1 2026, its #149 holding.
Atlantic Union Bankshares first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Atlantic Union Bankshares's Shell position peaked at $7.76M in Q3 2025.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.