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 Q2	$6.2M	Buy	80,000 +15,000	+23%	+$1.29M	0.85%	45
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Inspire Trust Company's SHEL Position: Q2 2026 in Review

Inspire Trust Company increased its Shell (SHEL) stake by 23% in Q2 2026, buying an estimated $1.29M and bringing the position to 80,000 shares worth $6.2M. The position accounts for 0.85% of the portfolio, ranked #45.

Inspire Trust Company first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Inspire Trust Company held 80,000 shares of Shell worth $6.2M as of Q2 2026.
Inspire Trust Company bought 15,000 Shell shares in Q2 2026, an estimated $1.29M.
Shell made up 0.85% of Inspire Trust Company's portfolio in Q2 2026, its #45 holding.
Inspire Trust Company first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Inspire Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.