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BankPlus Trust Department’s Shell SHEL Stock Holding History

BankPlus Trust Department’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 		$21K Hold
226
– – 0.01% 330
2025
Q4 		$16.6K Hold
226
– – ﹤0.01% 337
2025
Q3 		$16.2K Hold
226
– – ﹤0.01% 339
2025
Q2 		$15.9K Sell
226
-437
-66% -$29.3K ﹤0.01% 324
2025
Q1 		$48.6K Buy
663
+437
+193% +$29.4K 0.02% 221
2024
Q4 		$14.2K Buy
+226
New +$14.8K ﹤0.01% 315

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BankPlus Trust Department's SHEL Position: Q1 2026 in Review

BankPlus Trust Department held its Shell (SHEL) position steady in Q1 2026 at 226 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #330.

BankPlus Trust Department first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $48.6K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • BankPlus Trust Department held 226 shares of Shell worth $21K as of Q1 2026.
  • BankPlus Trust Department left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #330 holding.
  • BankPlus Trust Department first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Shell position peaked at $48.6K in Q1 2025.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.