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First Citizens Bank & Trust’s Shell SHEL Stock Holding History

First Citizens 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 		$281K Sell
3,623
-440
-11% -$38K ﹤0.01% 575
2026
Q1 		$378K Sell
4,063
-1,432
-26% -$116K 0.01% 504
2025
Q4 		$404K Buy
5,495
+2,129
+63% +$157K 0.01% 484
2025
Q3 		$241K Buy
3,366
+109
+3% +$7.85K 0.01% 584
2025
Q2 		$229K Sell
3,257
-410
-11% -$27.5K ﹤0.01% 583
2025
Q1 		$269K Sell
3,667
-254
-6% -$17.1K 0.01% 401
2024
Q4 		$246K Buy
3,921
+775
+25% +$50.8K ﹤0.01% 421
2024
Q3 		$207K Buy
+3,146
New +$223K ﹤0.01% 445
2024
Q2 		– Sell
-4,116
Closed -$276K – 469
2024
Q1 		$276K Buy
4,116
+336
+9% +$21.5K 0.01% 384
2023
Q4 		$249K Sell
3,780
-111
-3% -$7.28K ﹤0.01% 316
2023
Q3 		$251K Buy
3,891
+114
+3% +$7.1K ﹤0.01% 303
2023
Q2 		$228K Buy
+3,777
New +$227K ﹤0.01% 324

Other funds holding SHEL

PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

First Citizens Bank & Trust reduced its Shell (SHEL) stake by 11% in Q2 2026, selling an estimated $38K and leaving 3,623 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

First Citizens Bank & Trust first reported a position in SHEL in Q2 2023 and has held it in 12 quarters since. The position peaked at $404K in Q4 2025. 254 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • First Citizens Bank & Trust held 3,623 shares of Shell worth $281K as of Q2 2026.
  • First Citizens Bank & Trust sold 440 Shell shares in Q2 2026, an estimated $38K.
  • Shell made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #575 holding.
  • First Citizens Bank & Trust first reported a position in Shell in Q2 2023 and has held it in 12 quarters since.
  • First Citizens Bank & Trust's Shell position peaked at $404K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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