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Cornerstone National Bank & Trust’s Shell SHEL Stock Holding History

Cornerstone National Bank & 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
2025
Q3 		– Sell
-175
Closed -$12.3K – 177
2025
Q2 		$12.3K Hold
175
– – 0.01% 139
2025
Q1 		$12.8K Hold
175
– – 0.01% 135
2024
Q4 		$11K Hold
175
– – 0.01% 135
2024
Q3 		$11.5K Buy
+175
New +$12.4K 0.01% 132

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cornerstone National Bank & Trust's SHEL Position: Q3 2025 in Review

Cornerstone National Bank & Trust sold out of Shell (SHEL) in Q3 2025, closing a stake of 175 shares — an estimated $12.3K sold.

Cornerstone National Bank & Trust first reported a position in SHEL in Q3 2024 and held it in 4 quarters. The position peaked at $12.8K in Q1 2025. 1,394 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Cornerstone National Bank & Trust reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Cornerstone National Bank & Trust sold 175 Shell shares in Q3 2025, an estimated $12.3K.
  • Cornerstone National Bank & Trust first reported a position in Shell in Q3 2024 and held it in 4 quarters.
  • Cornerstone National Bank & Trust's Shell position peaked at $12.8K in Q1 2025.
  • 1,394 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Cornerstone National Bank & Trust's 13F filing for Q3 2025, filed 28 Jan 2026.