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Inspire Trust Company’s Shell SHEL Stock Holding History

Inspire 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 		$6.04M Hold
65,000
– – 0.93% 43
2025
Q4 		$4.78M Buy
65,000
+4,000
+7% +$295K 0.78% 53
2025
Q3 		$4.36M Buy
61,000
+8,000
+15% +$576K 0.79% 57
2025
Q2 		$3.73M Sell
53,000
-7,000
-12% -$469K 0.77% 55
2025
Q1 		$4.4M Hold
60,000
– – 1.05% 29
2024
Q4 		$3.76M Buy
60,000
+7,561
+14% +$496K 0.96% 29
2024
Q3 		$3.46M Buy
52,439
+11,105
+27% +$787K 0.95% 35
2024
Q2 		$2.98M Buy
41,334
+9,395
+29% +$672K 0.99% 32
2024
Q1 		$2.14M Buy
31,939
+14,900
+87% +$955K 1.2% 19
2023
Q4 		$1.12M Buy
+17,039
New +$1.12M 1.16% 18

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

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

Inspire Trust Company held its Shell (SHEL) position steady in Q1 2026 at 65,000 shares worth $6.04M. The position accounts for 0.93% of the portfolio, ranked #43.

Inspire Trust Company first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Inspire Trust Company held 65,000 shares of Shell worth $6.04M as of Q1 2026.
  • Inspire Trust Company left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.93% of Inspire Trust Company's portfolio in Q1 2026, its #43 holding.
  • Inspire Trust Company first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Inspire Trust Company's 13F filing for Q1 2026, filed 12 May 2026.