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 Q2	$5.79M	Sell	74,661 -5,161	-6%	-$446K	0.1%	185
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 $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

Atlantic Union Bankshares's SHEL Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Shell (SHEL) stake by 6.5% in Q2 2026, selling an estimated $446K and leaving 74,661 shares worth $5.79M. The position accounts for 0.1% of the portfolio, ranked #185.

Atlantic Union Bankshares first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.76M in Q3 2025. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Atlantic Union Bankshares held 74,661 shares of Shell worth $5.79M as of Q2 2026.
Atlantic Union Bankshares sold 5,161 Shell shares in Q2 2026, an estimated $446K.
Shell made up 0.1% of Atlantic Union Bankshares's portfolio in Q2 2026, its #185 holding.
Atlantic Union Bankshares first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Atlantic Union Bankshares's Shell position peaked at $7.76M in Q3 2025.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.