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Indiana Trust & Investment Management’s Shell SHEL Stock Holding History

Indiana Trust & Investment Management’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 		$118K Hold
1,521
– – 0.03% 221
2026
Q1 		$141K Hold
1,521
– – 0.04% 198
2025
Q4 		$112K Hold
1,521
– – 0.03% 216
2025
Q3 		$109K Hold
1,521
– – 0.03% 222
2025
Q2 		$107K Hold
1,521
– – 0.04% 223
2025
Q1 		$111K Hold
1,521
– – 0.04% 214
2024
Q4 		$95.3K Hold
1,521
– – 0.03% 229
2024
Q3 		$100K Hold
1,521
– – 0.03% 230
2024
Q2 		$110K Buy
1,521
+388
+34% +$27.7K 0.04% 209
2024
Q1 		$76K Sell
1,133
-104
-8% -$6.66K 0.03% 245
2023
Q4 		$81.4K Hold
1,237
– – 0.04% 225
2023
Q3 		$79.6K Buy
+1,237
New +$77K 0.04% 217

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Indiana Trust & Investment Management's SHEL Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Shell (SHEL) position steady in Q2 2026 at 1,521 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #221.

Indiana Trust & Investment Management first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $141K in Q1 2026. 766 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Indiana Trust & Investment Management held 1,521 shares of Shell worth $118K as of Q2 2026.
  • Indiana Trust & Investment Management left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.03% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #221 holding.
  • Indiana Trust & Investment Management first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
  • Indiana Trust & Investment Management's Shell position peaked at $141K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.