Global Trust Asset Management’s Shell SHEL Stock Holding History

Global Trust Asset Management’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	$556K	Sell	7,165 -60	-0.8%	-$5.18K	0.17%	79
2026 Q1	$672K	Hold	7,225	–	–	0.26%	66
2025 Q4	$531K	Buy	7,225 +155	+2%	+$11.4K	0.21%	78
2025 Q3	$506K	Hold	7,070	–	–	0.23%	95
2025 Q2	$498K	Buy	7,070 +2,875	+69%	+$193K	0.27%	85
2025 Q1	$307K	Buy	4,195 +3,910	+1,372%	+$263K	0.19%	113
2024 Q4	$17.9K	Buy	285 +135	+90%	+$8.85K	0.01%	366
2024 Q3	$9.89K	Hold	150	–	–	﹤0.01%	386
2024 Q2	$10.8K	Hold	150	–	–	﹤0.01%	357
2024 Q1	$10.1K	Hold	150	–	–	﹤0.01%	357
2023 Q4	$9.87K	Hold	150	–	–	﹤0.01%	339
2023 Q3	$9.66K	Hold	150	–	–	﹤0.01%	332
2023 Q2	$9.06K	Hold	150	–	–	﹤0.01%	342
2023 Q1	$8.63K	Hold	150	–	–	﹤0.01%	323
2022 Q4	$8.54K	Hold	150	–	–	﹤0.01%	312
2022 Q3	$7K	Buy	+150	New	+$7.73K	﹤0.01%	338

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Global Trust Asset Management's SHEL Position: Q2 2026 in Review

Global Trust Asset Management reduced its Shell (SHEL) stake by 0.83% in Q2 2026, selling an estimated $5.18K and leaving 7,165 shares worth $556K. The position accounts for 0.17% of the portfolio, ranked #79.

Global Trust Asset Management first reported a position in SHEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $672K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Global Trust Asset Management held 7,165 shares of Shell worth $556K as of Q2 2026.
Global Trust Asset Management sold 60 Shell shares in Q2 2026, an estimated $5.18K.
Shell made up 0.17% of Global Trust Asset Management's portfolio in Q2 2026, its #79 holding.
Global Trust Asset Management first reported a position in Shell in Q3 2022 and has held it in 16 quarters since.
Global Trust Asset Management's Shell position peaked at $672K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.