Bank of Jackson Hole Trust’s Shell SHEL Stock Holding History

Bank of Jackson Hole Trust’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	–	Sell	-136	Closed	-$12.6K	–	385
2026 Q1	$12.6K	Hold	136	–	–	0.01%	382
2025 Q4	$9.99K	Hold	136	–	–	﹤0.01%	395
2025 Q3	$9.73K	Hold	136	–	–	﹤0.01%	380
2025 Q2	$9.58K	Hold	136	–	–	0.01%	376
2025 Q1	$9.18K	Hold	136	–	–	0.01%	381
2024 Q4	$8.52K	Buy	+136	New	+$8.91K	0.01%	386

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

Bank of Jackson Hole Trust's SHEL Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Shell (SHEL) in Q2 2026, closing a stake of 136 shares — an estimated $12.6K sold.

Bank of Jackson Hole Trust first reported a position in SHEL in Q4 2024 and held it in 6 quarters. The position peaked at $12.6K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 136 Shell shares in Q2 2026, an estimated $12.6K.
Bank of Jackson Hole Trust first reported a position in Shell in Q4 2024 and held it in 6 quarters.
Bank of Jackson Hole Trust's Shell position peaked at $12.6K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.