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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
Q3 		$292K Hold
3,075
– – 0.02% 233
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Legacy Private Trust's SHEL Position: Q3 2026 in Review

Legacy Private Trust held its Shell (SHEL) position steady in Q3 2026 at 3,075 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #233.

Legacy Private Trust first reported a position in SHEL in Q1 2025 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Legacy Private Trust held 3,075 shares of Shell worth $292K as of Q3 2026.
  • Legacy Private Trust left its Shell share count unchanged in Q3 2026.
  • Shell made up 0.02% of Legacy Private Trust's portfolio in Q3 2026, its #233 holding.
  • Legacy Private Trust first reported a position in Shell in Q1 2025 and has held it in 7 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.