Missouri Trust & Investment Company’s Shell SHEL Stock Holding History

Missouri Trust & Investment 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	–	Sell	-285	Closed	-$26.5K	–	343
2026 Q1	$26.5K	Hold	285	–	–	0.01%	276
2025 Q4	$20.9K	Hold	285	–	–	0.01%	281
2025 Q3	$20.4K	Hold	285	–	–	0.01%	285
2025 Q2	$20.1K	Hold	285	–	–	0.01%	272
2025 Q1	$20.9K	Hold	285	–	–	0.01%	257
2024 Q4	$17.9K	Buy	+285	New	+$18.7K	0.01%	277
2023 Q4	–	Sell	-27	Closed	-$1.74K	–	447
2023 Q3	$1.74K	Hold	27	–	–	﹤0.01%	377
2023 Q2	$1.63K	Sell	27 -55	-67%	-$3.3K	﹤0.01%	406
2023 Q1	$4.72K	Buy	+82	New	+$4.82K	﹤0.01%	292

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

Missouri Trust & Investment Company's SHEL Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of Shell (SHEL) in Q2 2026, closing a stake of 285 shares — an estimated $26.5K sold.

Missouri Trust & Investment Company first reported a position in SHEL in Q1 2023 and held it in 9 quarters. The position peaked at $26.5K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Missouri Trust & Investment Company reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Missouri Trust & Investment Company sold 285 Shell shares in Q2 2026, an estimated $26.5K.
Missouri Trust & Investment Company first reported a position in Shell in Q1 2023 and held it in 9 quarters.
Missouri Trust & Investment Company's Shell position peaked at $26.5K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.