Greenfield Savings Bank’s Shell SHEL Stock Holding History

Greenfield Savings Bank’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	$361K	Hold	4,654	–	–	0.14%	124
2026 Q1	$433K	Hold	4,654	–	–	0.18%	113
2025 Q4	$342K	Sell	4,654 -225	-5%	-$16.6K	0.14%	123
2025 Q3	$349K	Sell	4,879 -78	-2%	-$5.62K	0.15%	125
2025 Q2	$349K	Sell	4,957 -65	-1%	-$4.36K	0.16%	121
2025 Q1	$368K	Hold	5,022	–	–	0.18%	115
2024 Q4	$315K	Hold	5,022	–	–	0.15%	122
2024 Q3	$331K	Hold	5,022	–	–	0.16%	122
2024 Q2	$362K	Sell	5,022 -276	-5%	-$19.7K	0.19%	109
2024 Q1	$355K	Hold	5,298	–	–	0.19%	115
2023 Q4	$349K	Hold	5,298	–	–	0.2%	109
2023 Q3	$341K	Sell	5,298 -15	-0.3%	-$934	0.21%	106
2023 Q2	$321K	Hold	5,313	–	–	0.22%	100
2023 Q1	$306K	Hold	5,313	–	–	0.2%	109
2022 Q4	$303K	Hold	5,313	–	–	0.2%	109
2022 Q3	$264K	Hold	5,313	–	–	0.19%	114
2022 Q2	$278K	Buy	+5,313	New	+$299K	0.19%	113

Other funds holding SHEL

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

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

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Greenfield Savings Bank's SHEL Position: Q2 2026 in Review

Greenfield Savings Bank held its Shell (SHEL) position steady in Q2 2026 at 4,654 shares worth $361K. The position accounts for 0.14% of the portfolio, ranked #124.

Greenfield Savings Bank first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $433K in Q1 2026. 761 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Greenfield Savings Bank held 4,654 shares of Shell worth $361K as of Q2 2026.
Greenfield Savings Bank left its Shell share count unchanged in Q2 2026.
Shell made up 0.14% of Greenfield Savings Bank's portfolio in Q2 2026, its #124 holding.
Greenfield Savings Bank first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Greenfield Savings Bank's Shell position peaked at $433K in Q1 2026.
761 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Greenfield Savings Bank's 13F filing for Q2 2026, filed 7 Jul 2026.