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Glenview Trust’s Shell SHEL Stock Holding History

Glenview 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 		$1.51M Sell
16,194
-487
-3% -$39.4K 0.02% 249
2025
Q4 		$1.23M Buy
16,681
+319
+2% +$23.5K 0.02% 265
2025
Q3 		$1.17M Sell
16,362
-260
-2% -$18.7K 0.02% 272
2025
Q2 		$1.17M Buy
16,622
+260
+2% +$17.4K 0.02% 256
2025
Q1 		$1.2M Sell
16,362
-2,428
-13% -$164K 0.02% 252
2024
Q4 		$1.18M Hold
18,790
– – 0.02% 255
2024
Q3 		$1.24M Buy
18,790
+19
+0.1% +$1.35K 0.02% 249
2024
Q2 		$1.35M Buy
18,771
+950
+5% +$67.9K 0.03% 232
2024
Q1 		$1.19M Sell
17,821
-16
-0.1% -$1.02K 0.03% 241
2023
Q4 		$1.17M Buy
17,837
+48
+0.3% +$3.15K 0.03% 238
2023
Q3 		$1.15M Buy
17,789
+23
+0.1% +$1.43K 0.03% 223
2023
Q2 		$1.07M Sell
17,766
-344
-2% -$20.6K 0.03% 230
2023
Q1 		$1.04M Buy
18,110
+333
+2% +$19.6K 0.03% 226
2022
Q4 		$1.01M Hold
17,777
– – 0.03% 217
2022
Q3 		$885K Sell
17,777
-1,081
-6% -$55.7K 0.03% 212
2022
Q2 		$986K Buy
18,858
+40
+0.2% +$2.25K 0.04% 202
2022
Q1 		$1.03M Buy
+18,818
New +$999K 0.03% 208

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

Glenview Trust's SHEL Position: Q1 2026 in Review

Glenview Trust reduced its Shell (SHEL) stake by 2.9% in Q1 2026, selling an estimated $39.4K and leaving 16,194 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #249.

Glenview 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.

  • Glenview Trust held 16,194 shares of Shell worth $1.51M as of Q1 2026.
  • Glenview Trust sold 487 Shell shares in Q1 2026, an estimated $39.4K.
  • Shell made up 0.02% of Glenview Trust's portfolio in Q1 2026, its #249 holding.
  • Glenview 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 Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.