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Legacy Private Trust’s Shell SHEL Stock Holding History

Legacy Private Trust’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 		$238K Buy
3,075
+112
+4% +$9.67K 0.01% 254
2026
Q1 		$276K Hold
2,963
– – 0.02% 232
2025
Q4 		$218K Hold
2,963
– – 0.01% 251
2025
Q3 		$212K Hold
2,963
– – 0.01% 250
2025
Q2 		$209K Sell
2,963
-210
-7% -$14.1K 0.01% 243
2025
Q1 		$233K Buy
+3,173
New +$214K 0.02% 231

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Legacy Private Trust's SHEL Position: Q2 2026 in Review

Legacy Private Trust increased its Shell (SHEL) stake by 3.8% in Q2 2026, buying an estimated $9.67K and bringing the position to 3,075 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #254.

Legacy Private Trust first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $276K in Q1 2026. 1,524 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Legacy Private Trust held 3,075 shares of Shell worth $238K as of Q2 2026.
  • Legacy Private Trust bought 112 Shell shares in Q2 2026, an estimated $9.67K.
  • Shell made up 0.01% of Legacy Private Trust's portfolio in Q2 2026, its #254 holding.
  • Legacy Private Trust first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
  • Legacy Private Trust's Shell position peaked at $276K in Q1 2026.
  • 1,524 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.