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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
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

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

Equitable Trust's SHEL Position: Q1 2026 in Review

Equitable Trust reduced its Shell (SHEL) stake by 16% in Q1 2026, selling an estimated $167K and leaving 11,060 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #227.

Equitable Trust first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q1 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Equitable Trust held 11,060 shares of Shell worth $1.03M as of Q1 2026.
  • Equitable Trust sold 2,067 Shell shares in Q1 2026, an estimated $167K.
  • Shell made up 0.05% of Equitable Trust's portfolio in Q1 2026, its #227 holding.
  • Equitable Trust first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • Equitable Trust's Shell position peaked at $1.06M in Q1 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.