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Fiduciary Trust’s Shell SHEL Stock Holding History

Fiduciary 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 		$5.55M Buy
59,684
+119
+0.2% +$9.62K 0.07% 155
2025
Q4 		$4.38M Sell
59,565
-4,094
-6% -$302K 0.05% 186
2025
Q3 		$4.55M Sell
63,659
-1,963
-3% -$141K 0.05% 183
2025
Q2 		$4.62M Sell
65,622
-3,002
-4% -$201K 0.06% 179
2025
Q1 		$5.03M Buy
68,624
+3,708
+6% +$250K 0.07% 170
2024
Q4 		$4.07M Sell
64,916
-1,844
-3% -$121K 0.05% 182
2024
Q3 		$4.4M Buy
66,760
+7,466
+13% +$529K 0.06% 179
2024
Q2 		$4.28M Sell
59,294
-1,464
-2% -$105K 0.06% 170
2024
Q1 		$4.07M Sell
60,758
-1,265
-2% -$81.1K 0.06% 174
2023
Q4 		$4.08M Sell
62,023
-3,697
-6% -$243K 0.07% 166
2023
Q3 		$4.23M Sell
65,720
-1,672
-2% -$104K 0.08% 153
2023
Q2 		$4.07M Sell
67,392
-2,848
-4% -$171K 0.07% 162
2023
Q1 		$4.04M Sell
70,240
-1,186
-2% -$69.8K 0.08% 166
2022
Q4 		$4.07M Sell
71,426
-2,168
-3% -$120K 0.08% 168
2022
Q3 		$3.66M Sell
73,594
-1,600
-2% -$82.4K 0.08% 169
2022
Q2 		$3.93M Sell
75,194
-289
-0.4% -$16.2K 0.08% 164
2022
Q1 		$4.15M Buy
+75,483
New +$4.01M 0.07% 175

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

Fiduciary Trust's SHEL Position: Q1 2026 in Review

Fiduciary Trust increased its Shell (SHEL) stake by 0.2% in Q1 2026, buying an estimated $9.62K and bringing the position to 59,684 shares worth $5.55M. The position accounts for 0.07% of the portfolio, ranked #155.

Fiduciary Trust first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Fiduciary Trust held 59,684 shares of Shell worth $5.55M as of Q1 2026.
  • Fiduciary Trust bought 119 Shell shares in Q1 2026, an estimated $9.62K.
  • Shell made up 0.07% of Fiduciary Trust's portfolio in Q1 2026, its #155 holding.
  • Fiduciary Trust first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.