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Greenleaf Trust’s Shell SHEL Stock Holding History

Greenleaf 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 		$1.38M Sell
17,823
-7
-0% -$604 0.01% 288
2026
Q1 		$1.66M Buy
17,830
+220
+1% +$17.8K 0.02% 233
2025
Q4 		$1.29M Sell
17,610
-476
-3% -$35.1K 0.01% 266
2025
Q3 		$1.29M Sell
18,086
-515
-3% -$37.1K 0.01% 266
2025
Q2 		$1.31M Sell
18,601
-70
-0.4% -$4.69K 0.01% 263
2025
Q1 		$1.37M Sell
18,671
-117
-0.6% -$7.88K 0.01% 263
2024
Q4 		$1.18M Sell
18,788
-10,158
-35% -$666K 0.01% 291
2024
Q3 		$1.91M Buy
28,946
+10,484
+57% +$743K 0.02% 209
2024
Q2 		$1.33M Hold
18,462
– – 0.01% 249
2024
Q1 		$1.24M Sell
18,462
-1,596
-8% -$102K 0.01% 262
2023
Q4 		$1.32M Buy
20,058
+2,182
+12% +$143K 0.01% 241
2023
Q3 		$1.15M Sell
17,876
-257
-1% -$16K 0.01% 241
2023
Q2 		$1.09M Buy
18,133
+3
+0% +$180 0.01% 255
2023
Q1 		$1.04M Buy
18,130
+712
+4% +$41.9K 0.01% 275
2022
Q4 		$992K Buy
17,418
+944
+6% +$52K 0.01% 271
2022
Q3 		$820K Sell
16,474
-290
-2% -$14.9K 0.01% 275
2022
Q2 		$877K Sell
16,764
-4,690
-22% -$264K 0.01% 257
2022
Q1 		$1.18M Buy
+21,454
New +$1.14M 0.01% 220

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Greenleaf Trust's SHEL Position: Q2 2026 in Review

Greenleaf Trust reduced its Shell (SHEL) stake by 0.04% in Q2 2026, selling an estimated $604 and leaving 17,823 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #288.

Greenleaf Trust first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.91M in Q3 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Greenleaf Trust held 17,823 shares of Shell worth $1.38M as of Q2 2026.
  • Greenleaf Trust sold 7 Shell shares in Q2 2026, an estimated $604.
  • Shell made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #288 holding.
  • Greenleaf Trust first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Greenleaf Trust's Shell position peaked at $1.91M in Q3 2024.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.