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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
Q3 		$140K Sell
1,471
-3
-0.2% -$271 0.01% 312
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Grove Bank & Trust's SHEL Position: Q3 2026 in Review

Grove Bank & Trust reduced its Shell (SHEL) stake by 0.2% in Q3 2026, selling an estimated $271 and leaving 1,471 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #312.

Grove Bank & Trust first reported a position in SHEL in Q4 2022 and has held it in 16 quarters since. The position peaked at $237K in Q2 2024. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Grove Bank & Trust held 1,471 shares of Shell worth $140K as of Q3 2026.
  • Grove Bank & Trust sold 3 Shell shares in Q3 2026, an estimated $271.
  • Shell made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #312 holding.
  • Grove Bank & Trust first reported a position in Shell in Q4 2022 and has held it in 16 quarters since.
  • Grove Bank & Trust's Shell position peaked at $237K in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.