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Independence Bank of Kentucky’s Shell SHEL Stock Holding History

Independence Bank of Kentucky’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 		$1.1M Sell
14,185
-121
-0.8% -$10.4K 0.12% 146
2026
Q1 		$1.33M Sell
14,306
-175
-1% -$14.1K 0.17% 116
2025
Q4 		$1.06M Buy
14,481
+10
+0.1% +$737 0.13% 136
2025
Q3 		$1.04M Sell
14,471
-420
-3% -$30.2K 0.13% 140
2025
Q2 		$1.05M Sell
14,891
-15
-0.1% -$1K 0.15% 133
2025
Q1 		$1.09M Sell
14,906
-69
-0.5% -$4.65K 0.17% 117
2024
Q4 		$938K Buy
14,975
+9,020
+151% +$591K 0.14% 136
2024
Q3 		$393K Buy
5,955
+425
+8% +$30.1K 0.08% 192
2024
Q2 		$399K Buy
5,530
+902
+19% +$64.5K 0.11% 179
2024
Q1 		$310K Sell
4,628
-1,455
-24% -$93.2K 0.09% 184
2023
Q4 		$400K Sell
6,083
-200
-3% -$13.1K 0.14% 152
2023
Q3 		$405K Buy
6,283
+80
+1% +$4.98K 0.17% 131
2023
Q2 		$375K Sell
6,203
-225
-4% -$13.5K 0.15% 127
2023
Q1 		$370K Buy
6,428
+164
+3% +$9.65K 0.16% 123
2022
Q4 		$357K Buy
6,264
+359
+6% +$19.8K 0.16% 121
2022
Q3 		$294K Buy
+5,905
New +$304K 0.14% 127

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Independence Bank of Kentucky's SHEL Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Shell (SHEL) stake by 0.85% in Q2 2026, selling an estimated $10.4K and leaving 14,185 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #146.

Independence Bank of Kentucky first reported a position in SHEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.33M in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Independence Bank of Kentucky held 14,185 shares of Shell worth $1.1M as of Q2 2026.
  • Independence Bank of Kentucky sold 121 Shell shares in Q2 2026, an estimated $10.4K.
  • Shell made up 0.12% of Independence Bank of Kentucky's portfolio in Q2 2026, its #146 holding.
  • Independence Bank of Kentucky first reported a position in Shell in Q3 2022 and has held it in 16 quarters since.
  • Independence Bank of Kentucky's Shell position peaked at $1.33M in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.