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Haverford Trust Company’s Shell SHEL Stock Holding History

Haverford Trust Company’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 		$947K Sell
10,178
-1,091
-10% -$88.2K 0.01% 236
2025
Q4 		$828K Sell
11,269
-146
-1% -$10.8K 0.01% 244
2025
Q3 		$817K Sell
11,415
-110
-1% -$7.92K 0.01% 243
2025
Q2 		$811K Sell
11,525
-2,717
-19% -$182K 0.01% 249
2025
Q1 		$1.04M Sell
14,242
-1,102
-7% -$74.2K 0.01% 217
2024
Q4 		$961K Sell
15,344
-11,800
-43% -$773K 0.01% 225
2024
Q3 		$1.79M Sell
27,144
-171
-0.6% -$12.1K 0.02% 178
2024
Q2 		$1.97M Sell
27,315
-2,600
-9% -$186K 0.02% 175
2024
Q1 		$2.01M Sell
29,915
-570
-2% -$36.5K 0.02% 173
2023
Q4 		$2.01M Sell
30,485
-361
-1% -$23.7K 0.02% 167
2023
Q3 		$1.99M Sell
30,846
-232
-0.7% -$14.4K 0.02% 150
2023
Q2 		$1.88M Sell
31,078
-2,381
-7% -$143K 0.02% 157
2023
Q1 		$1.93M Buy
33,459
+1,493
+5% +$87.8K 0.02% 152
2022
Q4 		$1.82M Sell
31,966
-6,135
-16% -$338K 0.02% 150
2022
Q3 		$1.9M Hold
38,101
– – 0.03% 146
2022
Q2 		$1.99M Buy
38,101
+475
+1% +$26.7K 0.03% 145
2022
Q1 		$2.07M Buy
+37,626
New +$2M 0.02% 143

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

Haverford Trust Company's SHEL Position: Q1 2026 in Review

Haverford Trust Company reduced its Shell (SHEL) stake by 9.7% in Q1 2026, selling an estimated $88.2K and leaving 10,178 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #236.

Haverford Trust Company first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.07M in Q1 2022. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Haverford Trust Company held 10,178 shares of Shell worth $947K as of Q1 2026.
  • Haverford Trust Company sold 1,091 Shell shares in Q1 2026, an estimated $88.2K.
  • Shell made up 0.01% of Haverford Trust Company's portfolio in Q1 2026, its #236 holding.
  • Haverford Trust Company first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Haverford Trust Company's Shell position peaked at $2.07M in Q1 2022.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.