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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
Q2 		$17.5K Hold
226
– – ﹤0.01% 363
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 $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BankPlus Trust Department's SHEL Position: Q2 2026 in Review

BankPlus Trust Department held its Shell (SHEL) position steady in Q2 2026 at 226 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

BankPlus Trust Department first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $48.6K in Q1 2025. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • BankPlus Trust Department held 226 shares of Shell worth $17.5K as of Q2 2026.
  • BankPlus Trust Department left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #363 holding.
  • BankPlus Trust Department first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's Shell position peaked at $48.6K in Q1 2025.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.