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

First United 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 		$18.6K Hold
240
– – 0.01% 307
2026
Q1 		$22.3K Sell
240
-25
-9% -$2.02K 0.01% 289
2025
Q4 		$19.5K Hold
265
– – 0.01% 291
2025
Q3 		$19K Hold
265
– – 0.01% 295
2025
Q2 		$18.7K Hold
265
– – 0.01% 280
2025
Q1 		$19.4K Hold
265
– – 0.01% 286
2024
Q4 		$16.6K Hold
265
– – 0.01% 294
2024
Q3 		$17.5K Hold
265
– – 0.01% 288
2024
Q2 		$19.1K Hold
265
– – 0.01% 298
2024
Q1 		$17.8K Hold
265
– – 0.01% 313
2023
Q4 		$17.4K Buy
+265
New +$17.4K 0.01% 313

Other funds holding SHEL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 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
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

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

First United Bank & Trust held its Shell (SHEL) position steady in Q2 2026 at 240 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #307.

First United Bank & Trust first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.3K in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • First United Bank & Trust held 240 shares of Shell worth $18.6K as of Q2 2026.
  • First United Bank & Trust left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #307 holding.
  • First United Bank & Trust first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • First United Bank & Trust's Shell position peaked at $22.3K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.