Grove Bank & Trust’s Shell SHEL Stock Holding History

Grove Bank & 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	$114K	Sell	1,474 -105	-7%	-$9.06K	0.01%	326
2026 Q1	$147K	Buy	1,579 +12	+0.8%	+$970	0.02%	295
2025 Q4	$115K	Sell	1,567 -50	-3%	-$3.68K	0.01%	325
2025 Q3	$116K	Sell	1,617 -273	-14%	-$19.7K	0.01%	315
2025 Q2	$133K	Buy	1,890 +160	+9%	+$10.7K	0.02%	298
2025 Q1	$127K	Sell	1,730 -782	-31%	-$52.7K	0.02%	292
2024 Q4	$157K	Sell	2,512 -507	-17%	-$33.2K	0.02%	245
2024 Q3	$199K	Sell	3,019 -270	-8%	-$19.1K	0.03%	222
2024 Q2	$237K	Sell	3,289 -107	-3%	-$7.65K	0.04%	200
2024 Q1	$228K	Hold	3,396	–	–	0.04%	210
2023 Q4	$223K	Buy	3,396 +1,437	+73%	+$94.3K	0.04%	210
2023 Q3	$126K	Buy	1,959 +37	+2%	+$2.3K	0.03%	257
2023 Q2	$116K	Sell	1,922 -71	-4%	-$4.26K	0.02%	274
2023 Q1	$115K	Buy	1,993 +76	+4%	+$4.47K	0.02%	275
2022 Q4	$109K	Buy	+1,917	New	+$106K	0.02%	278

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

Grove Bank & Trust's SHEL Position: Q2 2026 in Review

Grove Bank & Trust reduced its Shell (SHEL) stake by 6.6% in Q2 2026, selling an estimated $9.06K and leaving 1,474 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #326.

Grove Bank & Trust first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $237K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Grove Bank & Trust held 1,474 shares of Shell worth $114K as of Q2 2026.
Grove Bank & Trust sold 105 Shell shares in Q2 2026, an estimated $9.06K.
Shell made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #326 holding.
Grove Bank & Trust first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
Grove Bank & Trust's Shell position peaked at $237K in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.