ESB
SHEL icon

Essex Savings Bank’s Shell SHEL Stock Holding History

Essex Savings Bank’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 		$442K Sell
5,705
-15
-0.3% -$1.29K 0.1% 186
2026
Q1 		$532K Sell
5,720
-697
-11% -$56.3K 0.12% 159
2025
Q4 		$471K Buy
6,417
+4
+0.1% +$295 0.1% 174
2025
Q3 		$459K Sell
6,413
-25
-0.4% -$1.8K 0.1% 168
2025
Q2 		$453K Sell
6,438
-157
-2% -$10.5K 0.11% 166
2025
Q1 		$483K Buy
6,595
+764
+13% +$51.5K 0.12% 157
2024
Q4 		$365K Sell
5,831
-92
-2% -$6.03K 0.09% 184
2024
Q3 		$391K Buy
5,923
+1,011
+21% +$71.6K 0.1% 180
2024
Q2 		$355K Sell
4,912
-601
-11% -$43K 0.1% 171
2024
Q1 		$363K Hold
5,513
– – 0.11% 168
2023
Q4 		$363K Buy
5,513
+1,651
+43% +$108K 0.11% 167
2023
Q3 		$249K Sell
3,862
-514
-12% -$32K 0.08% 196
2023
Q2 		$264K Buy
4,376
+532
+14% +$31.9K 0.09% 188
2023
Q1 		$221K Hold
3,844
– – 0.08% 209
2022
Q4 		$219K Buy
+3,844
New +$212K 0.08% 210
2022
Q3 		– Sell
-3,870
Closed -$203K – 221
2022
Q2 		$203K Sell
3,870
-75
-2% -$4.21K 0.08% 208
2022
Q1 		$217K Buy
+3,945
New +$209K 0.07% 209

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Essex Savings Bank's SHEL Position: Q2 2026 in Review

Essex Savings Bank reduced its Shell (SHEL) stake by 0.26% in Q2 2026, selling an estimated $1.29K and leaving 5,705 shares worth $442K. The position accounts for 0.1% of the portfolio, ranked #186.

Essex Savings Bank first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $532K in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Essex Savings Bank held 5,705 shares of Shell worth $442K as of Q2 2026.
  • Essex Savings Bank sold 15 Shell shares in Q2 2026, an estimated $1.29K.
  • Shell made up 0.1% of Essex Savings Bank's portfolio in Q2 2026, its #186 holding.
  • Essex Savings Bank first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Essex Savings Bank's Shell position peaked at $532K in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.