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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
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
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

Midwest Trust's SHEL Position: Q1 2026 in Review

Midwest Trust reduced its Shell (SHEL) stake by 8.1% in Q1 2026, selling an estimated $124K and leaving 17,453 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #312.

Midwest Trust first reported a position in SHEL in Q2 2025 and has held it in 4 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Midwest Trust held 17,453 shares of Shell worth $1.62M as of Q1 2026.
  • Midwest Trust sold 1,539 Shell shares in Q1 2026, an estimated $124K.
  • Shell made up 0.02% of Midwest Trust's portfolio in Q1 2026, its #312 holding.
  • Midwest Trust first reported a position in Shell in Q2 2025 and has held it in 4 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.