Midwest Trust’s Shell SHEL Stock Holding History

Midwest 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	$1.29M	Sell	16,665 -788	-5%	-$68K	0.01%	333
2026 Q1	$1.62M	Sell	17,453 -1,539	-8%	-$124K	0.02%	312
2025 Q4	$1.4M	Buy	18,992 +1,709	+10%	+$126K	0.02%	314
2025 Q3	$1.24M	Sell	17,283 -4,116	-19%	-$296K	0.02%	322
2025 Q2	$1.51M	Buy	+21,399	New	+$1.43M	0.02%	300

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

Midwest Trust's SHEL Position: Q2 2026 in Review

Midwest Trust reduced its Shell (SHEL) stake by 4.5% in Q2 2026, selling an estimated $68K and leaving 16,665 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #333.

Midwest Trust first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Midwest Trust held 16,665 shares of Shell worth $1.29M as of Q2 2026.
Midwest Trust sold 788 Shell shares in Q2 2026, an estimated $68K.
Shell made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #333 holding.
Midwest Trust first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's Shell position peaked at $1.62M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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