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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
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 $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

Greenleaf Trust's SHEL Position: Q1 2026 in Review

Greenleaf Trust increased its Shell (SHEL) stake by 1.2% in Q1 2026, buying an estimated $17.8K and bringing the position to 17,830 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #233.

Greenleaf Trust first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.91M in Q3 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Greenleaf Trust held 17,830 shares of Shell worth $1.66M as of Q1 2026.
  • Greenleaf Trust bought 220 Shell shares in Q1 2026, an estimated $17.8K.
  • Shell made up 0.02% of Greenleaf Trust's portfolio in Q1 2026, its #233 holding.
  • Greenleaf Trust first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Greenleaf Trust's Shell position peaked at $1.91M in Q3 2024.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.