Crews Bank & Trust’s Shell SHEL Stock Holding History

Crews 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
2026 Q2	$122K	Hold	1,568	–	–	0.02%	274
2026 Q1	$146K	Hold	1,568	–	–	0.02%	246
2025 Q4	$115K	Sell	1,568 -575	-27%	-$42.4K	0.02%	269
2025 Q3	$153K	Buy	2,143 +601	+39%	+$43.3K	0.02%	243
2025 Q2	$109K	Buy	1,542 +68	+5%	+$4.56K	0.02%	273
2025 Q1	$108K	Sell	1,474 -5	-0.3%	-$337	0.02%	264
2024 Q4	$92.7K	Buy	+1,479	New	+$96.9K	0.02%	275

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

Crews Bank & Trust's SHEL Position: Q2 2026 in Review

Crews Bank & Trust held its Shell (SHEL) position steady in Q2 2026 at 1,568 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #274.

Crews Bank & Trust first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $153K in Q3 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Crews Bank & Trust held 1,568 shares of Shell worth $122K as of Q2 2026.
Crews Bank & Trust left its Shell share count unchanged in Q2 2026.
Shell made up 0.02% of Crews Bank & Trust's portfolio in Q2 2026, its #274 holding.
Crews Bank & Trust first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's Shell position peaked at $153K in Q3 2025.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.