Equitable Trust’s Shell SHEL Stock Holding History

Equitable 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 Q3	$810K	Sell	8,520 -51	-0.6%	-$4.6K	0.03%	252
2026 Q2	$665K	Sell	8,571 -2,489	-23%	-$215K	0.03%	286
2026 Q1	$1.03M	Sell	11,060 -2,067	-16%	-$167K	0.05%	227
2025 Q4	$965K	Buy	13,127 +107	+0.8%	+$7.88K	0.04%	237
2025 Q3	$931K	Hold	13,020	–	–	0.04%	242
2025 Q2	$917K	Sell	13,020 -1,404	-10%	-$94.1K	0.05%	240
2025 Q1	$1.06M	Sell	14,424 -1,546	-10%	-$104K	0.06%	214
2024 Q4	$1M	Buy	+15,970	New	+$1.05M	0.06%	225

Other funds holding SHEL

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Equitable Trust's SHEL Position: Q3 2026 in Review

Equitable Trust reduced its Shell (SHEL) stake by 0.6% in Q3 2026, selling an estimated $4.6K and leaving 8,520 shares worth $810K. The position accounts for 0.03% of the portfolio, ranked #252.

Equitable Trust first reported a position in SHEL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q1 2025. 302 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Equitable Trust held 8,520 shares of Shell worth $810K as of Q3 2026.
Equitable Trust sold 51 Shell shares in Q3 2026, an estimated $4.6K.
Shell made up 0.03% of Equitable Trust's portfolio in Q3 2026, its #252 holding.
Equitable Trust first reported a position in Shell in Q4 2024 and has held it in 8 quarters since.
Equitable Trust's Shell position peaked at $1.06M in Q1 2025.
302 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.